Roosevelt Investment Group’s US Bancorp USB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$213K Hold
2021
Q4
$225K Buy
2021
Q3
$221K Hold
2021
Q2
$211K Buy
2018
Q4
Sell
2018
Q3
$967K Sell
2018
Q2
$1.54M Sell
2018
Q1
$14.7M Sell
2017
Q4
$16.1M Sell
2017
Q3
$18M Sell
2017
Q2
$18.4M Sell
2017
Q1
$19.3M Sell
2016
Q4
$25.8M Sell
2016
Q3
$25.8M Buy
2016
Q2
$20.4M Buy
2016
Q1
$18.1M Buy
2014
Q1
Sell
2013
Q4
$1.25M Buy
2013
Q3
$1.09M Hold
2013
Q2
$1.07M Buy