Colonial Trust 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 | $2.48K | Buy |
+55
| New | +$2.48K | ﹤0.01% | 631 |
|
2025
Q1 | – | Sell |
-236
| Closed | -$11.3K | – | 718 |
|
2024
Q4 | $11.3K | Hold |
236
| – | – | ﹤0.01% | 473 |
|
2024
Q3 | $10.8K | Hold |
236
| – | – | ﹤0.01% | 529 |
|
2024
Q2 | $9.37K | Sell |
236
-400
| -63% | -$15.9K | ﹤0.01% | 530 |
|
2024
Q1 | $28.4K | Buy |
636
+362
| +132% | +$16.2K | ﹤0.01% | 409 |
|
2023
Q4 | $11.9K | Buy |
274
+9
| +3% | +$390 | ﹤0.01% | 488 |
|
2023
Q3 | $8.76K | Sell |
265
-20
| -7% | -$661 | ﹤0.01% | 534 |
|
2023
Q2 | $9.42K | Buy |
285
+7
| +3% | +$231 | ﹤0.01% | 533 |
|
2023
Q1 | $10K | Buy |
278
+18
| +7% | +$649 | ﹤0.01% | 511 |
|
2022
Q4 | $11.3K | Buy |
+260
| New | +$11.3K | ﹤0.01% | 491 |
|