San Luis Wealth Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,666
| Closed | -$577K | – | 157 |
|
|
2025
Q1 | $577K | Buy |
+13,666
| New | +$577K | 0.13% | 82 |
|
|
2023
Q3 | – | Sell |
-29,241
| Closed | -$966K | – | 155 |
|
|
2023
Q2 | $966K | Buy |
+29,241
| New | +$966K | 0.34% | 72 |
|
|
2022
Q2 | – | Sell |
-1,196
| Closed | -$67K | – | 397 |
|
|
2022
Q1 | $67K | Buy |
+1,196
| New | +$67K | 0.03% | 217 |
|
|
2020
Q4 | $210K | Buy |
+4,515
| New | +$210K | 0.14% | 120 |
|