Cape Investment Advisory’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.5K | Buy |
697
+6
| +0.9% | +$271 | 0.01% | 436 |
|
|
2025
Q1 | $29.2K | Buy |
691
+128
| +23% | +$5.4K | 0.01% | 415 |
|
|
2024
Q4 | $26.9K | Buy |
563
+109
| +24% | +$5.21K | 0.01% | 431 |
|
|
2024
Q3 | $20.8K | Buy |
454
+52
| +13% | +$2.38K | 0.01% | 458 |
|
|
2024
Q2 | $16K | Buy |
402
+83
| +26% | +$3.3K | 0.01% | 452 |
|
|
2024
Q1 | $14.3K | Buy |
319
+209
| +190% | +$9.34K | 0.01% | 484 |
|
|
2023
Q4 | $4.76K | Sell |
110
-16
| -13% | -$693 | ﹤0.01% | 785 |
|
|
2023
Q3 | $4.17K | Hold |
126
| – | – | ﹤0.01% | 697 |
|
|
2023
Q2 | $4.16K | Sell |
126
-129
| -51% | -$4.26K | ﹤0.01% | 680 |
|
|
2023
Q1 | $9.19K | Buy |
+255
| New | +$9.19K | 0.01% | 554 |
|