Richard C. Young & Co’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-206,433
| Closed | -$7.44M | – | 72 |
|
|
2023
Q1 | $7.44M | Buy |
206,433
+101,539
| +97% | +$3.66M | 1.02% | 48 |
|
|
2022
Q4 | $4.57M | Sell |
104,894
-94,835
| -47% | -$4.14M | 0.61% | 60 |
|
|
2022
Q3 | $8.05M | Buy |
199,729
+5,747
| +3% | +$232K | 1.23% | 40 |
|
|
2022
Q2 | $8.93M | Buy |
193,982
+8,019
| +4% | +$369K | 1.16% | 38 |
|
|
2022
Q1 | $9.88M | Buy |
185,963
+11,510
| +7% | +$612K | 1.26% | 39 |
|
|
2021
Q4 | $9.8M | Buy |
174,453
+2,517
| +1% | +$141K | 1.24% | 37 |
|
|
2021
Q3 | $10.2M | Sell |
171,936
-2,098
| -1% | -$125K | 1.4% | 32 |
|
|
2021
Q2 | $9.92M | Buy |
174,034
+8,592
| +5% | +$490K | 1.26% | 36 |
|
|
2021
Q1 | $9.15M | Buy |
+165,442
| New | +$9.15M | 1.22% | 37 |
|