Dogwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.2K | Buy |
193
+86
| +80% | +$4.1K | ﹤0.01% | 301 |
|
|
2025
Q1 | $4.52K | Buy |
+107
| New | +$4.52K | ﹤0.01% | 250 |
|
|
2024
Q4 | – | Hold |
0
| – | -$9 | – | 629 |
|
|
2024
Q3 | – | Hold |
0
| – | -$7 | – | 272 |
|
|
2024
Q2 | – | Hold |
0
| – | -$8 | – | 328 |
|
|
2024
Q1 | – | Hold |
0
| – | -$12 | – | 308 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 274 |
|