Rockefeller Financial Services’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $1.7M | Sell |
|
|||||
|
2017
Q3 | $1.76M | Buy |
|
|||||
|
2017
Q2 | $1.09M | Hold |
|
|||||
|
2017
Q1 | $1.08M | Sell |
|
|||||
|
2016
Q4 | $1.09M | Buy |
|
|||||
|
2016
Q3 | $711K | Sell |
|
|||||
|
2016
Q2 | $1.15M | Sell |
|
|||||
|
2016
Q1 | $1.22M | Buy |
|
|||||
|
2015
Q4 | $1.22M | Hold |
|
|||||
|
2015
Q3 | $1.17M | Sell |
|
|||||
|
2015
Q2 | $1.43M | Hold |
|
|||||
|
2015
Q1 | $1.44M | Sell |
|
|||||
|
2014
Q4 | $1.64M | Hold |
|
|||||
|
2014
Q3 | $1.53M | Hold |
|
|||||
|
2014
Q2 | $1.58M | Hold |
|
|||||
|
2014
Q1 | $1.56M | Buy |
|
|||||
|
2013
Q4 | $484K | Hold |
|
|||||
|
2013
Q3 | $438K | Hold |
|
|||||
|
2013
Q2 | $433K | Buy |
|