CWS Financial Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $242K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $313K | Sell |
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|
2023
Q3 | $313K | Sell |
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|
2023
Q2 | $322K | Sell |
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|
2023
Q1 | $374K | Sell |
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|
2022
Q4 | $635K | Buy |
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|
2022
Q3 | $427K | Buy |
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|
2022
Q2 | $483K | Sell |
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|
2022
Q1 | $616K | Hold |
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|
2021
Q4 | $651K | Buy |
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|
2021
Q2 | $654K | Hold |
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|
2021
Q1 | $635K | Buy |
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|
2020
Q4 | $495K | Sell |
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|
2020
Q3 | $424K | Hold |
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|
2020
Q2 | $436K | Buy |
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|
2020
Q1 | $624K | Hold |
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|
2019
Q4 | $624K | Buy |
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