Cardinal Strategic Wealth Guidance’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,617
| Closed | -$221K | – | 79 |
|
|
2024
Q4 | $221K | Buy |
+4,617
| New | +$221K | 0.07% | 63 |
|
|
2022
Q2 | – | Sell |
-4,598
| Closed | -$250K | – | 101 |
|
|
2022
Q1 | $250K | Hold |
4,598
| – | – | 0.11% | 61 |
|
|
2021
Q4 | $258K | Hold |
4,598
| – | – | 0.12% | 65 |
|
|
2021
Q3 | $273K | Sell |
4,598
-700
| -13% | -$41.6K | 0.14% | 60 |
|
|
2021
Q2 | $301K | Sell |
5,298
-156
| -3% | -$8.86K | 0.16% | 58 |
|
|
2021
Q1 | $303K | Sell |
5,454
-92
| -2% | -$5.11K | 0.18% | 54 |
|
|
2020
Q4 | $257K | Sell |
5,546
-79
| -1% | -$3.66K | 0.15% | 49 |
|
|
2020
Q3 | $200K | Sell |
5,625
-314
| -5% | -$11.2K | 0.14% | 51 |
|
|
2020
Q2 | $217K | Sell |
5,939
-2,214
| -27% | -$80.9K | 0.16% | 50 |
|
|
2020
Q1 | $284K | Sell |
8,153
-4,288
| -34% | -$149K | 0.26% | 41 |
|
|
2019
Q4 | $737K | Buy |
+12,441
| New | +$737K | 0.63% | 29 |
|