Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s US Bancorp USB Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-893
Closed -$29.5K – 484
2023
Q3 		$29.5K Buy
+893
New +$32.5K 0.01% 226

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Legacy Financial Group (Iowa)'s USB Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of US Bancorp (USB) in Q4 2023, closing a stake of 893 shares — an estimated $29.5K sold.

Legacy Financial Group (Iowa) first reported a position in USB in Q3 2023 and held it in 1 quarter. The position peaked at $29.5K in Q3 2023. 1,706 funds tracked by Wall St. Rank hold USB as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining US Bancorp position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 893 US Bancorp shares in Q4 2023, an estimated $29.5K.
  • Legacy Financial Group (Iowa) first reported a position in US Bancorp in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s US Bancorp position peaked at $29.5K in Q3 2023.
  • 1,706 funds tracked by Wall St. Rank held US Bancorp as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.