HFA
HC Financial Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.46M | Sell |
53,337
-1,150
| -2% | -$52.9K | 1.64% | 20 |
|
|
2022
Q1 | $2.9M | Buy |
54,487
+2,999
| +6% | +$159K | 1.72% | 18 |
|
|
2021
Q4 | $2.89M | Buy |
51,488
+384
| +0.8% | +$21.6K | 1.61% | 20 |
|
|
2021
Q3 | $3.04M | Sell |
51,104
-340
| -0.7% | -$20.2K | 1.82% | 15 |
|
|
2021
Q2 | $2.93M | Sell |
51,444
-3,234
| -6% | -$184K | 1.71% | 18 |
|
|
2021
Q1 | $3.02M | Buy |
54,678
+1,246
| +2% | +$68.9K | 1.84% | 16 |
|
|
2020
Q4 | $2.49M | Sell |
53,432
-1,554
| -3% | -$72.4K | 1.6% | 19 |
|
|
2020
Q3 | $1.97M | Sell |
54,986
-8,964
| -14% | -$321K | 1.41% | 24 |
|
|
2020
Q2 | $2.36M | Buy |
63,950
+15,654
| +32% | +$576K | 1.84% | 18 |
|
|
2020
Q1 | $1.66M | Buy |
48,296
+3,068
| +7% | +$106K | 1.49% | 21 |
|
|
2019
Q4 | $2.68M | Buy |
45,228
+444
| +1% | +$26.3K | 2.11% | 13 |
|
|
2019
Q3 | $2.48M | Sell |
44,784
-713
| -2% | -$39.5K | 2.12% | 15 |
|
|
2019
Q2 | $2.38M | Sell |
45,497
-1,121
| -2% | -$58.7K | 2.38% | 17 |
|
|
2019
Q1 | $2.25M | Buy |
+46,618
| New | +$2.25M | 2.36% | 18 |
|
|
2018
Q4 | – | Sell |
-42,967
| Closed | -$2.27M | – | 63 |
|
|
2018
Q3 | $2.27M | Buy |
42,967
+2,143
| +5% | +$113K | 2.01% | 17 |
|
|
2018
Q2 | $2.04M | Buy |
40,824
+1,792
| +5% | +$89.6K | 1.99% | 16 |
|
|
2018
Q1 | $1.97M | Buy |
39,032
+1,524
| +4% | +$77K | 1.95% | 17 |
|
|
2017
Q4 | $2.01M | Buy |
+37,508
| New | +$2.01M | 1.94% | 20 |
|