LifePlan Financial Group’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $213K | Hold |
5,952
| – | – | 0.09% | 127 |
|
|
2020
Q2 | $219K | Buy |
5,952
+5,440
| +1,063% | +$200K | 0.1% | 115 |
|
|
2020
Q1 | $18K | Hold |
512
| – | – | 0.01% | 329 |
|
|
2019
Q4 | $30K | Hold |
512
| – | – | 0.01% | 301 |
|
|
2019
Q3 | $28K | Hold |
512
| – | – | 0.01% | 305 |
|
|
2019
Q2 | $27K | Hold |
512
| – | – | 0.01% | 302 |
|
|
2019
Q1 | $25K | Hold |
512
| – | – | 0.01% | 328 |
|
|
2018
Q4 | $23K | Hold |
512
| – | – | 0.01% | 315 |
|
|
2018
Q3 | $27K | Hold |
512
| – | – | 0.01% | 310 |
|
|
2018
Q2 | $26K | Sell |
512
-22
| -4% | -$1.12K | 0.01% | 309 |
|
|
2018
Q1 | $27K | Buy |
+534
| New | +$27K | 0.02% | 291 |
|
|
2014
Q2 | – | Sell |
-800
| Closed | -$34K | – | 209 |
|
|
2014
Q1 | $34K | Buy |
+800
| New | +$34K | 0.03% | 130 |
|