New England Capital Financial Advisors’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 | $12.5K | Buy |
275
+3
| +1% | +$136 | 0.01% | 224 |
|
2025
Q1 | $11.5K | Sell |
272
-51
| -16% | -$2.15K | 0.01% | 219 |
|
2024
Q4 | $15.4K | Buy |
323
+4
| +1% | +$191 | 0.01% | 201 |
|
2024
Q3 | $14.6K | Buy |
319
+3
| +0.9% | +$137 | 0.01% | 206 |
|
2024
Q2 | $12.5K | Buy |
316
+4
| +1% | +$159 | 0.01% | 213 |
|
2024
Q1 | $14K | Buy |
312
+3
| +1% | +$134 | 0.01% | 206 |
|
2023
Q4 | $13.4K | Buy |
309
+5
| +2% | +$216 | 0.01% | 214 |
|
2023
Q3 | $10.1K | Buy |
304
+4
| +1% | +$132 | 0.01% | 226 |
|
2023
Q2 | $9.91K | Buy |
+300
| New | +$9.91K | 0.01% | 225 |
|