Kings Point Capital Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $144K | Buy |
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|
2021
Q4 | $144K | Hold |
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|
2021
Q3 | $152K | Buy |
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|
2021
Q2 | $119K | Hold |
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|
2021
Q1 | $116K | Sell |
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|
2020
Q4 | $144K | Sell |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q2 | $145K | Sell |
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|
2020
Q1 | $277K | Sell |
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|
2019
Q4 | $500K | Hold |
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|
2019
Q3 | $467K | Hold |
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|
2019
Q2 | $442K | Hold |
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|
2019
Q1 | $406K | Hold |
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|
2018
Q4 | $385K | Hold |
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|
2018
Q3 | $445K | Hold |
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|
2018
Q2 | $422K | Hold |
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|
2018
Q1 | $426K | Sell |
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|
2017
Q4 | $556K | Buy |
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|
2017
Q3 | $551K | Buy |
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|
2017
Q2 | $518K | Hold |
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|
2017
Q1 | $514K | Hold |
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|
2016
Q4 | $513K | Buy |
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|
2016
Q3 | $47K | Hold |
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|
2016
Q2 | $44K | Hold |
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|
2016
Q1 | $44K | Hold |
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|
2015
Q4 | $47K | Hold |
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|
2015
Q3 | $45K | Sell |
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|
2015
Q2 | $67K | Hold |
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|
2015
Q1 | $67K | Hold |
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|
2014
Q4 | $69K | Buy |
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|
2014
Q3 | $46K | Hold |
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|
2014
Q2 | $47K | Hold |
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|
2014
Q1 | $47K | Buy |
|