DFPG Investments’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 | $1.19M | Sell |
27,868
-2,806
| -9% | -$120K | 0.09% | 205 |
|
|
2023
Q3 | $1.04M | Sell |
30,674
-6,257
| -17% | -$212K | 0.1% | 201 |
|
|
2023
Q2 | $1.44M | Sell |
36,931
-15,522
| -30% | -$604K | 0.13% | 161 |
|
|
2023
Q1 | $1.89M | Buy |
52,453
+10,916
| +26% | +$394K | 0.2% | 110 |
|
|
2022
Q4 | $1.96M | Buy |
+41,537
| New | +$1.96M | 0.32% | 81 |
|