Resurgent Financial 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
Q1 | – | Sell |
-2,417
| Closed | -$105K | – | 455 |
|
2023
Q4 | $105K | Sell |
2,417
-1,057
| -30% | -$45.7K | 0.06% | 241 |
|
2023
Q3 | $115K | Buy |
3,474
+2,348
| +209% | +$77.6K | 0.08% | 212 |
|
2023
Q2 | $37.2K | Sell |
1,126
-472
| -30% | -$15.6K | 0.02% | 376 |
|
2023
Q1 | $57.6K | Buy |
1,598
+67
| +4% | +$2.42K | 0.04% | 310 |
|
2022
Q4 | $66.8K | Buy |
+1,531
| New | +$66.8K | 0.04% | 373 |
|