Dynasty 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 | $385K | Sell |
8,500
-804
| -9% | -$36.4K | 0.01% | 198 |
|
|
2025
Q1 | $393K | Buy |
9,304
+294
| +3% | +$12.4K | 0.01% | 211 |
|
|
2024
Q4 | $431K | Buy |
9,010
+2,326
| +35% | +$111K | 0.01% | 211 |
|
|
2024
Q3 | $306K | Sell |
6,684
-159
| -2% | -$7.27K | 0.01% | 198 |
|
|
2024
Q2 | $272K | Buy |
6,843
+321
| +5% | +$12.7K | 0.01% | 221 |
|
|
2024
Q1 | $292K | Buy |
+6,522
| New | +$292K | 0.01% | 227 |
|