Potentia Wealth’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
$297K Hold
6,563
0.17% 61
2025
Q1
$277K Hold
6,563
0.13% 79
2024
Q4
$314K Buy
+6,563
New +$314K 0.14% 81