Financial Gravity Asset Management’s US Bancorp USB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1	Closed	-$24	–	2482
2024 Q1	$24	Hold	1	–	–	﹤0.01%	1885
2023 Q4	$19	Hold	1	–	–	﹤0.01%	1435
2023 Q3	$19	Sell	1 -32	-97%	-$1.17K	﹤0.01%	1132
2023 Q2	$407	Sell	33 -3	-8%	-$97	﹤0.01%	1035
2023 Q1	$925	Sell	36 -8	-18%	-$356	0.03%	371
2022 Q4	$493	Sell	44 -516	-92%	-$22.1K	﹤0.01%	807
2022 Q3	$1.06K	Sell	560 -176	-24%	-$8.14K	0.04%	343
2022 Q2	$1.25K	Sell	736 -112	-13%	-$5.59K	0.04%	305
2022 Q1	$1.31K	Sell	848 -272	-24%	-$15.6K	0.04%	318
2021 Q4	$1.98K	Buy	1,120 +1,084	+3,011%	+$64.1K	0.04%	331
2021 Q3	$59K	Hold	36	–	–	0.03%	499
2021 Q2	$57K	Sell	36 -3	-8%	-$176	0.02%	527
2021 Q1	$2.15K	Buy	39 +14	+56%	+$699	0.04%	234
2020 Q4	$1K	Buy	+25	New	+$1.06K	﹤0.01%	456
2020 Q2	–	Sell	-4	Closed	-$127	–	875
2020 Q1	$127	Sell	4 -318	-99%	-$15.3K	﹤0.01%	850
2019 Q4	$19K	Sell	322 -299	-48%	-$17.3K	0.01%	1034
2019 Q3	$34K	Sell	621 -454	-42%	-$24.5K	0.03%	356
2019 Q2	$56K	Buy	1,075 +755	+236%	+$38.9K	0.05%	308
2019 Q1	$16K	Buy	+320	New	+$16K	0.01%	478