CIAS
CFS Investment Advisory Services’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $849K | Sell |
18,757
-204
| -1% | -$9.23K | 0.07% | 185 |
|
|
2025
Q1 | $801K | Buy |
18,961
+22
| +0.1% | +$929 | 0.07% | 184 |
|
|
2024
Q4 | $906K | Buy |
18,939
+1,356
| +8% | +$64.9K | 0.08% | 166 |
|
|
2024
Q3 | $804K | Sell |
17,583
-233
| -1% | -$10.7K | 0.07% | 170 |
|
|
2024
Q2 | $707K | Buy |
+17,816
| New | +$707K | 0.06% | 166 |
|
|
2023
Q3 | – | Sell |
-18,774
| Closed | -$620K | – | 250 |
|
|
2023
Q2 | $620K | Buy |
+18,774
| New | +$620K | 0.08% | 146 |
|
|
2022
Q2 | – | Sell |
-14,404
| Closed | – | – | 510 |
|
|
2022
Q1 | $0 | Buy |
+14,404
| New | – | ﹤0.01% | 543 |
|