Legacy Capital Wealth Partners’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 | $1.25M | Buy |
27,650
+3,512
| +15% | +$159K | 0.28% | 73 |
|
|
2025
Q1 | $1.02M | Sell |
24,138
-1,786
| -7% | -$75.4K | 0.25% | 76 |
|
|
2024
Q4 | $1.24M | Sell |
25,924
-1,653
| -6% | -$79.1K | 0.31% | 68 |
|
|
2024
Q3 | $1.26M | Buy |
27,577
+809
| +3% | +$37K | 0.25% | 81 |
|
|
2024
Q2 | $1.06M | Buy |
+26,768
| New | +$1.06M | 0.27% | 73 |
|
|
2024
Q1 | – | Sell |
-25,735
| Closed | -$1.11M | – | 333 |
|
|
2023
Q4 | $1.11M | Sell |
25,735
-2,111
| -8% | -$91.4K | 0.32% | 67 |
|
|
2023
Q3 | $921K | Buy |
+27,846
| New | +$921K | 0.25% | 80 |
|
|
2023
Q2 | – | Sell |
-24,724
| Closed | -$891K | – | 233 |
|
|
2023
Q1 | $891K | Buy |
+24,724
| New | +$891K | 0.24% | 88 |
|