Financial Gravity Asset Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$608 | ﹤0.01% | 1132 |
|
|
2023
Q2 | $407 | Sell |
33
-3
| -8% | -$37 | ﹤0.01% | 1035 |
|
|
2023
Q1 | $925 | Sell |
36
-8
| -18% | -$206 | 0.03% | 371 |
|
|
2022
Q4 | $493 | Sell |
44
-516
| -92% | -$5.78K | ﹤0.01% | 807 |
|
|
2022
Q3 | $1.06K | Sell |
560
-176
| -24% | -$334 | 0.04% | 343 |
|
|
2022
Q2 | $1.25K | Sell |
736
-112
| -13% | -$190 | 0.04% | 305 |
|
|
2022
Q1 | $1.31K | Sell |
848
-272
| -24% | -$421 | 0.04% | 318 |
|
|
2021
Q4 | $1.98K | Buy |
1,120
+1,084
| +3,011% | +$1.92K | 0.04% | 331 |
|
|
2021
Q3 | $59K | Hold |
36
| – | – | 0.03% | 499 |
|
|
2021
Q2 | $57K | Sell |
36
-3
| -8% | -$4.75K | 0.02% | 527 |
|
|
2021
Q1 | $2.15K | Buy |
39
+14
| +56% | +$773 | 0.04% | 234 |
|
|
2020
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 456 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | -$127 | – | 875 |
|
|
2020
Q1 | $127 | Sell |
4
-318
| -99% | -$10.1K | ﹤0.01% | 850 |
|
|
2019
Q4 | $19K | Sell |
322
-299
| -48% | -$17.6K | 0.01% | 1034 |
|
|
2019
Q3 | $34K | Sell |
621
-454
| -42% | -$24.9K | 0.03% | 356 |
|
|
2019
Q2 | $56K | Buy |
1,075
+755
| +236% | +$39.3K | 0.05% | 308 |
|
|
2019
Q1 | $16K | Buy |
+320
| New | +$16K | 0.01% | 478 |
|