Concorde Financial’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 | $45.8K | Buy |
+1,012
| New | +$45.8K | 0.03% | 39 |
|
|
2023
Q1 | – | Sell |
-1,012
| Closed | -$41.3K | – | 55 |
|
|
2022
Q4 | $41.3K | Hold |
1,012
| – | – | 0.03% | 45 |
|
|
2022
Q3 | $41K | Buy |
+1,012
| New | +$41K | 0.03% | 45 |
|
|
2022
Q2 | – | Sell |
-1,012
| Closed | -$49K | – | 62 |
|
|
2022
Q1 | $49K | Hold |
1,012
| – | – | 0.03% | 45 |
|
|
2021
Q4 | $59K | Buy |
+1,012
| New | +$59K | 0.04% | 50 |
|