MPS Loria Financial Planners’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	-6,212	Closed	-$269K	–	86
2023 Q4	$269K	Sell	6,212 -7	-0.1%	-$303	0.09%	70
2023 Q3	$206K	Sell	6,219 -1,038	-14%	-$34.3K	0.08%	74
2023 Q2	$240K	Sell	7,257 -27	-0.4%	-$892	0.09%	72
2023 Q1	$263K	Buy	7,284 +24	+0.3%	+$865	0.11%	63
2022 Q4	$317K	Sell	7,260 -121	-2%	-$5.28K	0.14%	51
2022 Q3	$298K	Sell	7,381 -24	-0.3%	-$969	0.12%	54
2022 Q2	$340K	Sell	7,405 -51	-0.7%	-$2.34K	0.15%	49
2022 Q1	$396K	Sell	7,456 -16	-0.2%	-$850	0.17%	51
2021 Q4	$419K	Hold	7,472	–	–	0.17%	45
2021 Q3	$444K	Sell	7,472 -157	-2%	-$9.33K	0.2%	41
2021 Q2	$435K	Sell	7,629 -64	-0.8%	-$3.65K	0.2%	41
2021 Q1	$425K	Buy	7,693 +1	+0%	+$55	0.2%	43
2020 Q4	$355K	Buy	7,692 +576	+8%	+$26.6K	0.16%	48
2020 Q3	$255K	Buy	7,116 +34	+0.5%	+$1.22K	0.13%	57
2020 Q2	$261K	Buy	7,082 +1,064	+18%	+$39.2K	0.14%	56
2020 Q1	$207K	Hold	6,018	–	–	0.16%	58
2019 Q4	$356K	Hold	6,018	–	–	0.21%	45
2019 Q3	$333K	Hold	6,018	–	–	0.22%	44
2019 Q2	$315K	Hold	6,018	–	–	0.2%	48
2019 Q1	$290K	Hold	6,018	–	–	0.19%	51
2018 Q4	$275K	Hold	6,018	–	–	0.2%	53
2018 Q3	$318K	Hold	6,018	–	–	0.2%	50
2018 Q2	$301K	Sell	6,018 -370	-6%	-$18.5K	0.3%	50
2018 Q1	$323K	Buy	6,388 +80	+1%	+$4.05K	0.23%	50
2017 Q4	$338K	Hold	6,308	–	–	0.23%	52
2017 Q3	$338K	Hold	6,308	–	–	0.24%	48
2017 Q2	$334K	Buy	+6,308	New	+$334K	0.22%	50