RG
Retirement Group’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $156K | Buy |
3,500
+198
| +6% | +$8.85K | 0.06% | 131 |
|
|
2023
Q4 | $143K | Sell |
3,302
-5,953
| -64% | -$258K | 0.06% | 130 |
|
|
2023
Q3 | $82.1K | Buy |
9,255
+8,250
| +821% | +$73.2K | 0.03% | 158 |
|
|
2023
Q2 | $33.2K | Sell |
1,005
-8,250
| -89% | -$273K | 0.01% | 253 |
|
|
2023
Q1 | $87K | Hold |
9,255
| – | – | 0.04% | 148 |
|
|
2022
Q4 | $91K | Buy |
9,255
+9,075
| +5,042% | +$89.2K | 0.04% | 132 |
|
|
2022
Q3 | $7K | Sell |
180
-9,375
| -98% | -$365K | 0.01% | 303 |
|
|
2022
Q2 | $112K | Hold |
9,555
| – | – | 0.05% | 143 |
|
|
2022
Q1 | $136K | Buy |
9,555
+298
| +3% | +$4.24K | 0.05% | 138 |
|
|
2021
Q4 | $126K | Sell |
9,257
-140
| -1% | -$1.91K | 0.06% | 149 |
|
|
2021
Q3 | $139K | Buy |
9,397
+8,270
| +734% | +$122K | 0.06% | 139 |
|
|
2021
Q2 | $64K | Hold |
1,127
| – | – | 0.03% | 211 |
|
|
2021
Q1 | $62K | Sell |
1,127
-150
| -12% | -$8.25K | 0.03% | 251 |
|
|
2020
Q4 | $59K | Hold |
1,277
| – | – | 0.03% | 243 |
|
|
2020
Q3 | $46K | Buy |
1,277
+436
| +52% | +$15.7K | 0.03% | 257 |
|
|
2020
Q2 | $31K | Buy |
+841
| New | +$31K | 0.02% | 280 |
|
|
2019
Q4 | $41K | Buy |
+691
| New | +$41K | 0.03% | 247 |
|