Carroll Financial Associates’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $705K | Sell |
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|
2021
Q3 | $781K | Buy |
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|
2021
Q2 | $715K | Buy |
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|
2021
Q1 | $108K | Buy |
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|
2020
Q4 | $88K | Sell |
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|
2020
Q3 | $75K | Sell |
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|
2020
Q2 | $91K | Buy |
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|
2020
Q1 | $80K | Sell |
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|
2019
Q4 | $170K | Sell |
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|
2019
Q3 | $199K | Buy |
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|
2019
Q2 | $141K | Sell |
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|
2019
Q1 | $133K | Sell |
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|
2018
Q4 | $138K | Sell |
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|
2018
Q3 | $175K | Sell |
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|
2018
Q2 | $175K | Sell |
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|
2018
Q1 | $181K | Buy |
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|
2017
Q4 | $179K | Buy |
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|
2017
Q3 | $177K | Sell |
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|
2017
Q2 | $202K | Buy |
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|
2017
Q1 | $172K | Hold |
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|
2016
Q4 | $172K | Sell |
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|
2016
Q3 | $154K | Sell |
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|
2016
Q2 | $163K | Sell |
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|
2016
Q1 | $180K | Sell |
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|
2015
Q4 | $193K | Buy |
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|
2015
Q3 | $137K | Sell |
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|
2015
Q2 | $162K | Buy |
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|
2015
Q1 | $129K | Hold |
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|
2014
Q4 | $129K | Sell |
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|
2014
Q3 | $144K | Buy |
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|
2014
Q2 | $86K | Hold |
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|
2014
Q1 | $85K | Buy |
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|
2013
Q4 | $53K | Sell |
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|
2013
Q3 | $64K | Hold |
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|
2013
Q2 | $64K | Buy |
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