GYL Financial Synergies’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,298
| Closed | -$231K | – | 290 |
|
|
2022
Q4 | $231K | Sell |
5,298
-754
| -12% | -$32.9K | 0.05% | 194 |
|
|
2022
Q3 | $244K | Hold |
6,052
| – | – | 0.07% | 172 |
|
|
2022
Q2 | $279K | Buy |
6,052
+493
| +9% | +$22.7K | 0.08% | 154 |
|
|
2022
Q1 | $295K | Sell |
5,559
-2,075
| -27% | -$110K | 0.07% | 159 |
|
|
2021
Q4 | $429K | Buy |
7,634
+1,256
| +20% | +$70.6K | 0.12% | 131 |
|
|
2021
Q3 | $379K | Buy |
6,378
+12
| +0.2% | +$713 | 0.19% | 132 |
|
|
2021
Q2 | $363K | Buy |
6,366
+6
| +0.1% | +$342 | 0.19% | 129 |
|
|
2021
Q1 | $352K | Sell |
6,360
-8
| -0.1% | -$443 | 0.19% | 128 |
|
|
2020
Q4 | $297K | Buy |
+6,368
| New | +$297K | 0.17% | 134 |
|
|
2020
Q3 | – | Sell |
-5,555
| Closed | -$205K | – | 165 |
|
|
2020
Q2 | $205K | Buy |
+5,555
| New | +$205K | 0.15% | 148 |
|
|
2020
Q1 | – | Sell |
-5,492
| Closed | -$326K | – | 176 |
|
|
2019
Q4 | $326K | Buy |
5,492
+100
| +2% | +$5.94K | 0.14% | 116 |
|
|
2019
Q3 | $298K | Sell |
5,392
-88
| -2% | -$4.86K | 0.15% | 122 |
|
|
2019
Q2 | $287K | Hold |
5,480
| – | – | 0.15% | 116 |
|
|
2019
Q1 | $264K | Sell |
5,480
-300
| -5% | -$14.5K | 0.15% | 119 |
|
|
2018
Q4 | $264K | Buy |
+5,780
| New | +$264K | 0.19% | 106 |
|