Sanibel Captiva Trust Company’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 | $605K | Hold |
13,369
| – | – | 0.02% | 263 |
|
2025
Q1 | $564K | Sell |
13,369
-1,499
| -10% | -$63.3K | 0.02% | 261 |
|
2024
Q4 | $711K | Sell |
14,868
-3,600
| -19% | -$172K | 0.02% | 245 |
|
2024
Q3 | $845K | Sell |
18,468
-49
| -0.3% | -$2.24K | 0.03% | 234 |
|
2024
Q2 | $735K | Sell |
18,517
-287
| -2% | -$11.4K | 0.03% | 231 |
|
2024
Q1 | $841K | Buy |
18,804
+4,495
| +31% | +$201K | 0.03% | 215 |
|
2023
Q4 | $619K | Buy |
+14,309
| New | +$619K | 0.02% | 220 |
|