Householder Group Estate & Retirement Specialist’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 |
-683
| Closed | -$31K | – | 1180 |
|
|
2024
Q3 | $31K | Hold |
683
| – | – | 0.01% | 585 |
|
|
2024
Q2 | $27K | Buy |
683
+609
| +823% | +$24.1K | 0.01% | 610 |
|
|
2024
Q1 | $3.31K | Hold |
74
| – | – | ﹤0.01% | 987 |
|
|
2023
Q4 | $3K | Hold |
74
| – | – | ﹤0.01% | 969 |
|
|
2023
Q3 | $2.45K | Buy |
+74
| New | +$2.45K | ﹤0.01% | 1043 |
|
|
2023
Q1 | $5K | Buy |
+125
| New | +$5K | ﹤0.01% | 972 |
|
|
2022
Q4 | – | Sell |
-125
| Closed | -$5K | – | 1088 |
|
|
2022
Q3 | $5K | Buy |
+125
| New | +$5K | ﹤0.01% | 873 |
|