Lee Financial’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-158
| Closed | -$6.92K | – | 786 |
|
|
2023
Q4 | $6.92K | Sell |
158
-50
| -24% | -$2.19K | ﹤0.01% | 489 |
|
|
2023
Q3 | $6.98K | Hold |
208
| – | – | ﹤0.01% | 468 |
|
|
2023
Q2 | $6.97K | Buy |
208
+10
| +5% | +$335 | ﹤0.01% | 463 |
|
|
2023
Q1 | $7.23K | Buy |
198
+56
| +39% | +$2.05K | ﹤0.01% | 471 |
|
|
2022
Q4 | $6.19K | Buy |
142
+94
| +196% | +$4.1K | ﹤0.01% | 518 |
|
|
2022
Q3 | $1K | Sell |
48
-134
| -74% | -$2.79K | ﹤0.01% | 793 |
|
|
2022
Q2 | $8K | Buy |
182
+48
| +36% | +$2.11K | ﹤0.01% | 494 |
|
|
2022
Q1 | $7K | Sell |
134
-55
| -29% | -$2.87K | ﹤0.01% | 492 |
|
|
2021
Q4 | $11K | Buy |
189
+55
| +41% | +$3.2K | ﹤0.01% | 490 |
|
|
2021
Q3 | $8K | Buy |
+134
| New | +$8K | ﹤0.01% | 453 |
|
|
2018
Q3 | – | Sell |
-460
| Closed | -$23K | – | 717 |
|
|
2018
Q2 | $23K | Buy |
460
+3
| +0.7% | +$150 | 0.01% | 331 |
|
|
2018
Q1 | $23K | Buy |
+457
| New | +$23K | 0.01% | 334 |
|