Rockbridge Investment Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-37
| Closed | -$1.7K | – | 558 |
|
|
2022
Q2 | $1.7K | Sell |
37
-258
| -87% | -$11.9K | ﹤0.01% | 544 |
|
|
2022
Q1 | $15.6K | Hold |
295
| – | – | ﹤0.01% | 438 |
|
|
2021
Q4 | $17K | Hold |
295
| – | – | ﹤0.01% | 501 |
|
|
2021
Q3 | $18K | Hold |
295
| – | – | ﹤0.01% | 459 |
|
|
2021
Q2 | $17K | Hold |
295
| – | – | ﹤0.01% | 459 |
|
|
2021
Q1 | $16K | Hold |
295
| – | – | ﹤0.01% | 449 |
|
|
2020
Q4 | $14K | Hold |
295
| – | – | ﹤0.01% | 466 |
|
|
2020
Q3 | $11K | Hold |
295
| – | – | ﹤0.01% | 458 |
|
|
2020
Q2 | $11K | Buy |
+295
| New | +$11K | ﹤0.01% | 418 |
|