Catalyst Financial Partners’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 | $316K | Sell |
6,978
-35
| -0.5% | -$1.58K | 0.03% | 225 |
|
|
2025
Q1 | $296K | Sell |
7,013
-470
| -6% | -$19.8K | 0.05% | 220 |
|
|
2024
Q4 | $358K | Buy |
7,483
+288
| +4% | +$13.8K | 0.07% | 179 |
|
|
2024
Q3 | $329K | Buy |
7,195
+398
| +6% | +$18.2K | 0.06% | 190 |
|
|
2024
Q2 | $270K | Buy |
6,797
+123
| +2% | +$4.88K | 0.06% | 202 |
|
|
2024
Q1 | $264K | Buy |
6,674
+342
| +5% | +$13.5K | 0.07% | 190 |
|
|
2023
Q4 | $274K | Sell |
6,332
-1,142
| -15% | -$49.4K | 0.08% | 173 |
|
|
2023
Q3 | $247K | Buy |
7,474
+833
| +13% | +$27.5K | 0.08% | 172 |
|
|
2023
Q2 | $219K | Buy |
+6,641
| New | +$219K | 0.08% | 177 |
|
|
2023
Q1 | – | Sell |
-6,521
| Closed | -$284K | – | 187 |
|
|
2022
Q4 | $284K | Buy |
+6,521
| New | +$284K | 0.15% | 115 |
|