Paragon Advisors’s US Bancorp USB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-37,427
Closed -$1.24M 133
2023
Q3
$1.24M Sell
37,427
-27,681
-43% -$915K 0.51% 46
2023
Q2
$2.15M Buy
+65,108
New +$2.15M 0.7% 41