Golden State Equity Partners’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,042
| Closed | -$47.6K | – | 861 |
|
|
2024
Q3 | $47.6K | Buy |
+1,042
| New | +$47.6K | 0.03% | 387 |
|
|
2023
Q4 | $1.01M | Sell |
23,410
-689
| -3% | -$29.8K | 0.25% | 106 |
|
|
2023
Q3 | $797K | Buy |
24,099
+18,104
| +302% | +$599K | 0.22% | 114 |
|
|
2023
Q2 | $198K | Sell |
5,995
-5,638
| -48% | -$186K | 0.06% | 348 |
|
|
2023
Q1 | $419K | Buy |
+11,633
| New | +$419K | 0.23% | 113 |
|