Coastal Bridge 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
Q2
$474K Sell
10,486
-131
-1% -$5.93K 0.04% 296
2025
Q1
$448K Buy
+10,617
New +$448K 0.11% 168