Kelly Financial Services’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,455
| Closed | -$57.8K | – | 731 |
|
|
2024
Q2 | $57.8K | Buy |
1,455
+514
| +55% | +$20.4K | 0.02% | 210 |
|
|
2024
Q1 | $42K | Buy |
941
+8
| +0.9% | +$357 | 0.02% | 244 |
|
|
2023
Q4 | $40.4K | Buy |
933
+249
| +36% | +$10.8K | 0.02% | 226 |
|
|
2023
Q3 | $22.6K | Sell |
684
-68
| -9% | -$2.25K | 0.01% | 271 |
|
|
2023
Q2 | $24.9K | Buy |
752
+582
| +342% | +$19.2K | 0.01% | 268 |
|
|
2023
Q1 | $6.13K | Buy |
+170
| New | +$6.13K | ﹤0.01% | 407 |
|