CIA
Concurrent Investment Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Buy |
62,934
+1,001
| +2% | +$45.3K | 0.06% | 340 |
|
|
2025
Q1 | $2.61M | Buy |
61,933
+15,238
| +33% | +$643K | 0.06% | 317 |
|
|
2024
Q4 | $2.23M | Sell |
46,695
-27,018
| -37% | -$1.29M | 0.06% | 298 |
|
|
2024
Q3 | $3.37M | Buy |
73,713
+9,229
| +14% | +$422K | 0.1% | 212 |
|
|
2024
Q2 | $2.56M | Buy |
64,484
+12,672
| +24% | +$503K | 0.08% | 224 |
|
|
2024
Q1 | $2.32M | Buy |
51,812
+4,464
| +9% | +$200K | 0.09% | 221 |
|
|
2023
Q4 | $2.05M | Buy |
+47,348
| New | +$2.05M | 0.1% | 223 |
|