Cedar Mountain Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.9K | Buy |
1,014
+209
| +26% | +$9.45K | 0.01% | 104 |
|
|
2025
Q1 | $34K | Buy |
805
+33
| +4% | +$1.39K | 0.01% | 114 |
|
|
2024
Q4 | $36.9K | Buy |
772
+1
| +0.1% | +$48 | 0.01% | 110 |
|
|
2024
Q3 | $35.3K | Sell |
771
-58
| -7% | -$2.65K | 0.01% | 104 |
|
|
2024
Q2 | $32.9K | Hold |
829
| – | – | 0.01% | 102 |
|
|
2024
Q1 | $37.1K | Sell |
829
-70
| -8% | -$3.13K | 0.01% | 92 |
|
|
2023
Q4 | $38.9K | Hold |
899
| – | – | 0.01% | 83 |
|
|
2023
Q3 | $29.7K | Hold |
899
| – | – | 0.01% | 92 |
|
|
2023
Q2 | $29.7K | Buy |
899
+405
| +82% | +$13.4K | 0.01% | 99 |
|
|
2023
Q1 | $17.8K | Buy |
494
+203
| +70% | +$7.32K | 0.01% | 121 |
|
|
2022
Q4 | $12.7K | Hold |
291
| – | – | ﹤0.01% | 145 |
|
|
2022
Q3 | $12K | Sell |
291
-960
| -77% | -$39.6K | ﹤0.01% | 147 |
|
|
2022
Q2 | $58K | Hold |
1,251
| – | – | 0.02% | 68 |
|
|
2022
Q1 | $66K | Sell |
1,251
-180
| -13% | -$9.5K | 0.02% | 72 |
|
|
2021
Q4 | $80K | Buy |
1,431
+2
| +0.1% | +$112 | 0.02% | 63 |
|
|
2021
Q3 | $85K | Buy |
1,429
+1
| +0.1% | +$59 | 0.03% | 59 |
|
|
2021
Q2 | $81K | Buy |
1,428
+1
| +0.1% | +$57 | 0.03% | 59 |
|
|
2021
Q1 | $79K | Buy |
1,427
+2
| +0.1% | +$111 | 0.03% | 57 |
|
|
2020
Q4 | $66K | Buy |
1,425
+2
| +0.1% | +$93 | 0.02% | 60 |
|
|
2020
Q3 | $51K | Buy |
1,423
+106
| +8% | +$3.8K | 0.02% | 65 |
|
|
2020
Q2 | $49K | Buy |
1,317
+2
| +0.2% | +$74 | 0.02% | 65 |
|
|
2020
Q1 | $45K | Sell |
1,315
-586
| -31% | -$20.1K | 0.02% | 58 |
|
|
2019
Q4 | $113K | Buy |
+1,901
| New | +$113K | 0.05% | 43 |
|