CLA (CliftonLarsonAllen) Wealth Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $867K | Buy |
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|
2018
Q4 | $692K | Sell |
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|
2018
Q3 | $808K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $781K | Buy |
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|
2017
Q4 | $821K | Sell |
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|
2017
Q3 | $1.61M | Sell |
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|
2017
Q2 | $2.04M | Sell |
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|
2017
Q1 | $2.08M | Sell |
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|
2016
Q4 | $3.19M | Sell |
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|
2016
Q3 | $3.5M | Buy |
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|
2016
Q2 | $3.29M | Buy |
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|
2016
Q1 | $3.3M | Hold |
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|
2015
Q4 | $3.46M | Sell |
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|
2015
Q3 | $3.67M | Buy |
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|
2015
Q2 | $3.01M | Sell |
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|
2015
Q1 | $3.58M | Hold |
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|
2014
Q4 | $3.68M | Sell |
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|
2014
Q3 | $6.08M | Sell |
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|
2014
Q2 | $6.33M | Sell |
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|
2014
Q1 | $6.49M | Hold |
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|
2013
Q4 | $6.12M | Sell |
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|
2013
Q3 | $5.54M | Buy |
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