Kowal Investment Group’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 | $1.95M | Sell |
42,693
-1,684
| -4% | -$77K | 0.36% | 44 |
|
|
2024
Q2 | $1.76M | Sell |
44,377
-7,522
| -14% | -$299K | 0.35% | 41 |
|
|
2024
Q1 | $2.32M | Buy |
51,899
+1,736
| +3% | +$77.6K | 0.5% | 29 |
|
|
2023
Q4 | $2.17M | Sell |
50,163
-6,411
| -11% | -$277K | 0.51% | 29 |
|
|
2023
Q3 | $1.87M | Buy |
56,574
+28,996
| +105% | +$959K | 0.5% | 24 |
|
|
2023
Q2 | $911K | Buy |
27,578
+2,935
| +12% | +$97K | 0.24% | 58 |
|
|
2023
Q1 | $888K | Buy |
24,643
+2,978
| +14% | +$107K | 0.25% | 54 |
|
|
2022
Q4 | $945K | Buy |
21,665
+552
| +3% | +$24.1K | 0.28% | 47 |
|
|
2022
Q3 | $851K | Buy |
21,113
+1,384
| +7% | +$55.8K | 0.29% | 45 |
|
|
2022
Q2 | $908K | Buy |
19,729
+13,242
| +204% | +$609K | 0.3% | 38 |
|
|
2022
Q1 | $345K | Buy |
6,487
+1,681
| +35% | +$89.4K | 0.11% | 83 |
|
|
2021
Q4 | $270K | Buy |
4,806
+925
| +24% | +$52K | 0.08% | 88 |
|
|
2021
Q3 | $231K | Sell |
3,881
-186
| -5% | -$11.1K | 0.07% | 91 |
|
|
2021
Q2 | $232K | Buy |
4,067
+134
| +3% | +$7.64K | 0.08% | 90 |
|
|
2021
Q1 | $218K | Buy |
+3,933
| New | +$218K | 0.09% | 86 |
|