Patriot Financial Group Insurance Agency’s USBC, Inc. USBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-475
| Closed | -$5.44K | – | 509 |
|
|
2024
Q3 | $5.44K | Sell |
475
-213
| -31% | -$2.44K | ﹤0.01% | 495 |
|
|
2024
Q2 | $11.3K | Sell |
688
-337
| -33% | -$5.52K | ﹤0.01% | 473 |
|
|
2024
Q1 | $25.8K | Sell |
1,025
-94
| -8% | -$2.37K | ﹤0.01% | 470 |
|
|
2023
Q4 | $22.8K | Sell |
1,119
-50
| -4% | -$1.02K | ﹤0.01% | 454 |
|
|
2023
Q3 | $11.7K | Sell |
1,169
-112
| -9% | -$1.12K | ﹤0.01% | 454 |
|
|
2023
Q2 | $51.8K | Buy |
1,281
+375
| +41% | +$15.2K | 0.01% | 456 |
|
|
2023
Q1 | $32.3K | Sell |
906
-75
| -8% | -$2.67K | 0.01% | 447 |
|
|
2022
Q4 | $62.8K | Buy |
981
+12
| +1% | +$768 | 0.01% | 414 |
|
|
2022
Q3 | $71K | Buy |
+969
| New | +$71K | 0.02% | 387 |
|