CIC Wealth’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $558K | Sell |
12,205
-430
| -3% | -$19.7K | 0.14% | 94 |
|
|
2024
Q2 | $502K | Sell |
12,635
-1,179
| -9% | -$46.8K | 0.14% | 100 |
|
|
2024
Q1 | $617K | Sell |
13,814
-56
| -0.4% | -$2.5K | 0.18% | 90 |
|
|
2023
Q4 | $600K | Sell |
13,870
-3,273
| -19% | -$142K | 0.19% | 88 |
|
|
2023
Q3 | $567K | Sell |
17,143
-2,056
| -11% | -$68K | 0.2% | 87 |
|
|
2023
Q2 | $634K | Sell |
19,199
-3,550
| -16% | -$117K | 0.22% | 84 |
|
|
2023
Q1 | $820K | Sell |
22,749
-2,144
| -9% | -$77.3K | 0.31% | 69 |
|
|
2022
Q4 | $1.09M | Buy |
+24,893
| New | +$1.09M | 0.45% | 58 |
|