Cornerstone Planning Group’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 | $17.7K | Sell |
398
-378
| -49% | -$16.8K | ﹤0.01% | 443 |
|
2025
Q1 | $30.7K | Buy |
776
+420
| +118% | +$16.6K | 0.01% | 317 |
|
2024
Q4 | $17.6K | Buy |
356
+12
| +3% | +$595 | ﹤0.01% | 330 |
|
2024
Q3 | $16.6K | Sell |
344
-36
| -9% | -$1.74K | ﹤0.01% | 328 |
|
2024
Q2 | $15.5K | Sell |
380
-44
| -10% | -$1.8K | ﹤0.01% | 357 |
|
2024
Q1 | $17.5K | Sell |
424
-113
| -21% | -$4.67K | 0.01% | 309 |
|
2023
Q4 | $23.2K | Sell |
537
-27
| -5% | -$1.17K | 0.01% | 296 |
|
2023
Q3 | $18.6K | Sell |
564
-507
| -47% | -$16.8K | 0.01% | 320 |
|
2023
Q2 | $35.4K | Buy |
+1,071
| New | +$35.4K | 0.01% | 310 |
|
2022
Q4 | $76.3K | Buy |
+1,671
| New | +$76.3K | 0.03% | 202 |
|