OWA
Opal Wealth Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.3K | Sell |
934
-116
| -11% | -$5.25K | 0.01% | 404 |
|
|
2025
Q1 | $44.3K | Buy |
+1,050
| New | +$44.3K | 0.01% | 372 |
|
|
2024
Q3 | – | Sell |
-1,383
| Closed | -$54.9K | – | 1112 |
|
|
2024
Q2 | $54.9K | Sell |
1,383
-1,434
| -51% | -$56.9K | 0.02% | 344 |
|
|
2024
Q1 | $126K | Buy |
+2,817
| New | +$126K | 0.04% | 185 |
|
|
2022
Q3 | – | Sell |
-5,273
| Closed | -$243K | – | 118 |
|
|
2022
Q2 | $243K | Sell |
5,273
-303
| -5% | -$14K | 0.16% | 86 |
|
|
2022
Q1 | $296K | Buy |
5,576
+294
| +6% | +$15.6K | 0.26% | 67 |
|
|
2021
Q4 | $297K | Sell |
5,282
-197
| -4% | -$11.1K | 0.19% | 84 |
|
|
2021
Q3 | $326K | Buy |
5,479
+282
| +5% | +$16.8K | 0.31% | 44 |
|
|
2021
Q2 | $296K | Sell |
5,197
-1,521
| -23% | -$86.6K | 0.28% | 54 |
|
|
2021
Q1 | $372K | Sell |
6,718
-589
| -8% | -$32.6K | 0.4% | 33 |
|
|
2020
Q4 | $340K | Buy |
+7,307
| New | +$340K | 0.43% | 33 |
|