Curi Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-99,517
| Closed | -$3.29M | – | 168 |
|
|
2023
Q3 | $3.29M | Sell |
99,517
-1,967
| -2% | -$65K | 0.5% | 48 |
|
|
2023
Q2 | $3.35M | Sell |
101,484
-8,822
| -8% | -$291K | 0.45% | 48 |
|
|
2023
Q1 | $3.98M | Buy |
+110,306
| New | +$3.98M | 0.57% | 44 |
|
|
2022
Q3 | – | Sell |
-180
| Closed | -$8K | – | 662 |
|
|
2022
Q2 | $8K | Buy |
180
+140
| +350% | +$6.22K | ﹤0.01% | 410 |
|
|
2022
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 462 |
|
|
2021
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 427 |
|
|
2021
Q1 | – | Sell |
-40
| Closed | -$1K | – | 462 |
|
|
2020
Q4 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 375 |
|