CVA Family Office’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 | $198K | Sell |
4,378
-172
| -4% | -$7.78K | 0.03% | 294 |
|
|
2025
Q1 | $192K | Sell |
4,550
-115
| -2% | -$4.86K | 0.03% | 283 |
|
|
2024
Q4 | $223K | Buy |
4,665
+311
| +7% | +$14.9K | 0.04% | 257 |
|
|
2024
Q3 | $199K | Buy |
4,354
+259
| +6% | +$11.8K | 0.03% | 262 |
|
|
2024
Q2 | $163K | Buy |
4,095
+39
| +1% | +$1.55K | 0.03% | 270 |
|
|
2024
Q1 | $181K | Buy |
4,056
+12
| +0.3% | +$536 | 0.03% | 261 |
|
|
2023
Q4 | $175K | Buy |
+4,044
| New | +$175K | 0.03% | 256 |
|
|
2023
Q3 | – | Sell |
-2,129
| Closed | -$70.3K | – | 904 |
|
|
2023
Q2 | $70.3K | Sell |
2,129
-1,973
| -48% | -$65.2K | 0.01% | 370 |
|
|
2023
Q1 | $148K | Buy |
4,102
+2,364
| +136% | +$85.2K | 0.03% | 259 |
|
|
2022
Q4 | $75.8K | Buy |
1,738
+695
| +67% | +$30.3K | 0.02% | 327 |
|
|
2022
Q3 | $42K | Sell |
1,043
-1,850
| -64% | -$74.5K | 0.01% | 404 |
|
|
2022
Q2 | $133K | Buy |
2,893
+775
| +37% | +$35.6K | 0.04% | 206 |
|
|
2022
Q1 | $113K | Sell |
2,118
-205
| -9% | -$10.9K | 0.03% | 242 |
|
|
2021
Q4 | $130K | Buy |
2,323
+2,180
| +1,524% | +$122K | 0.03% | 206 |
|
|
2021
Q3 | $5K | Sell |
143
-3,025
| -95% | -$106K | ﹤0.01% | 325 |
|
|
2021
Q2 | $180K | Buy |
3,168
+1,810
| +133% | +$103K | 0.05% | 167 |
|
|
2021
Q1 | $75K | Buy |
1,358
+1,215
| +850% | +$67.1K | 0.03% | 221 |
|
|
2020
Q4 | $7K | Hold |
143
| – | – | ﹤0.01% | 315 |
|
|
2020
Q3 | $5K | Hold |
143
| – | – | ﹤0.01% | 325 |
|
|
2020
Q2 | $5K | Hold |
143
| – | – | ﹤0.01% | 288 |
|
|
2020
Q1 | $5K | Buy |
+143
| New | +$5K | 0.01% | 275 |
|