Principia Wealth Advisory’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
$2.67K Buy
59
+42
+247% +$1.9K ﹤0.01% 326
2025
Q1
$668 Sell
17
-26
-60% -$1.02K ﹤0.01% 500
2024
Q4
$2.06K Buy
+43
New +$2.06K ﹤0.01% 241