Kingswood Wealth Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Buy |
12,306
+1,811
| +17% | +$81.9K | 0.04% | 384 |
|
|
2025
Q1 | $443K | Buy |
10,495
+350
| +3% | +$14.8K | 0.04% | 425 |
|
|
2024
Q4 | $485K | Sell |
10,145
-2,164
| -18% | -$104K | 0.04% | 447 |
|
|
2024
Q3 | $563K | Buy |
12,309
+641
| +5% | +$29.3K | 0.04% | 428 |
|
|
2024
Q2 | $463K | Buy |
11,668
+4,193
| +56% | +$166K | 0.04% | 410 |
|
|
2024
Q1 | $334K | Sell |
7,475
-333
| -4% | -$14.9K | 0.04% | 449 |
|
|
2023
Q4 | $338K | Buy |
+7,808
| New | +$338K | 0.04% | 437 |
|