Centerpoint Advisors’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 |
-218
| Closed | -$10K | – | 457 |
|
|
2024
Q4 | $10K | Hold |
218
| – | – | ﹤0.01% | 349 |
|
|
2024
Q3 | $10K | Buy |
+218
| New | +$10K | ﹤0.01% | 358 |
|
|
2023
Q4 | – | Sell |
-11
| Closed | – | – | 602 |
|
|
2023
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 633 |
|
|
2023
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 622 |
|
|
2023
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 656 |
|
|
2020
Q2 | – | Sell |
-980
| Closed | -$34K | – | 300 |
|
|
2020
Q1 | $34K | Hold |
980
| – | – | 0.03% | 88 |
|
|
2019
Q4 | $58K | Hold |
980
| – | – | 0.04% | 95 |
|
|
2019
Q3 | $54K | Hold |
980
| – | – | 0.04% | 94 |
|
|
2019
Q2 | $51K | Hold |
980
| – | – | 0.04% | 95 |
|
|
2019
Q1 | $47K | Hold |
980
| – | – | 0.04% | 103 |
|
|
2018
Q4 | $45K | Buy |
+980
| New | +$45K | 0.04% | 99 |
|