Fiduciary Alliance’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 | $309K | Sell |
6,819
-323
| -5% | -$14.6K | 0.02% | 389 |
|
2025
Q1 | $302K | Buy |
7,142
+956
| +15% | +$40.4K | 0.03% | 316 |
|
2024
Q4 | $296K | Buy |
+6,186
| New | +$296K | 0.03% | 289 |
|
2023
Q3 | – | Sell |
-1,400
| Closed | -$46.3K | – | 904 |
|
2023
Q2 | $46.3K | Buy |
+1,400
| New | +$46.3K | 0.01% | 325 |
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$43.6K | – | 832 |
|
2022
Q4 | $43.6K | Buy |
+1,000
| New | +$43.6K | 0.01% | 234 |
|