Pinion Investment Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,784
| Closed | -$214K | – | 161 |
|
|
2024
Q1 | $214K | Sell |
4,784
-413
| -8% | -$18.5K | 0.11% | 141 |
|
|
2023
Q4 | $225K | Buy |
+5,197
| New | +$225K | 0.14% | 138 |
|
|
2022
Q3 | – | Sell |
-6,466
| Closed | -$298K | – | 161 |
|
|
2022
Q2 | $298K | Sell |
6,466
-865
| -12% | -$39.9K | 0.25% | 124 |
|
|
2022
Q1 | $390K | Buy |
+7,331
| New | +$390K | 0.27% | 116 |
|