Financial Synergies Wealth Advisors’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 |
-671
| Closed | -$30K | – | 450 |
|
|
2024
Q1 | $30K | Buy |
+671
| New | +$30K | ﹤0.01% | 160 |
|
|
2023
Q4 | – | Sell |
-661
| Closed | -$21.8K | – | 545 |
|
|
2023
Q3 | $21.8K | Buy |
661
+6
| +0.9% | +$198 | ﹤0.01% | 165 |
|
|
2023
Q2 | $21.7K | Sell |
655
-47
| -7% | -$1.55K | ﹤0.01% | 158 |
|
|
2023
Q1 | $25.3K | Buy |
+702
| New | +$25.3K | ﹤0.01% | 154 |
|
|
2022
Q4 | – | Sell |
-39
| Closed | -$1.57K | – | 502 |
|
|
2022
Q3 | $1.57K | Hold |
39
| – | – | ﹤0.01% | 241 |
|
|
2022
Q2 | $1.8K | Buy |
+39
| New | +$1.8K | ﹤0.01% | 248 |
|