Financial Engines Advisors’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 | $324K | Sell |
7,156
-1,740
| -20% | -$78.8K | ﹤0.01% | 434 |
|
2025
Q1 | $375K | Sell |
8,896
-205
| -2% | -$8.65K | ﹤0.01% | 350 |
|
2024
Q4 | $435K | Buy |
+9,101
| New | +$435K | ﹤0.01% | 339 |
|
2021
Q4 | – | Sell |
-6,690
| Closed | -$400K | – | 310 |
|
2021
Q3 | $400K | Sell |
6,690
-68
| -1% | -$4.07K | ﹤0.01% | 189 |
|
2021
Q2 | $388K | Buy |
6,758
+85
| +1% | +$4.88K | ﹤0.01% | 158 |
|
2021
Q1 | $372K | Buy |
6,673
+794
| +14% | +$44.3K | ﹤0.01% | 189 |
|
2020
Q4 | $276K | Buy |
+5,879
| New | +$276K | ﹤0.01% | 216 |
|