Sargent Bickham Lagudis’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $261K | Sell |
5,980
-99
| -2% | -$4.32K | 0.02% | 241 |
|
|
2022
Q3 | $245K | Buy |
6,079
+102
| +2% | +$4.11K | 0.02% | 226 |
|
|
2022
Q2 | $275K | Sell |
5,977
-64
| -1% | -$2.95K | 0.02% | 219 |
|
|
2022
Q1 | $322K | Buy |
6,041
+19
| +0.3% | +$1.01K | 0.03% | 206 |
|
|
2021
Q4 | $338K | Buy |
6,022
+49
| +0.8% | +$2.75K | 0.03% | 196 |
|
|
2021
Q3 | $355K | Buy |
5,973
+1
| +0% | +$59 | 0.03% | 195 |
|
|
2021
Q2 | $340K | Buy |
5,972
+176
| +3% | +$10K | 0.03% | 201 |
|
|
2021
Q1 | $321K | Buy |
5,796
+2
| +0% | +$111 | 0.03% | 192 |
|
|
2020
Q4 | $270K | Sell |
5,794
-81
| -1% | -$3.78K | 0.02% | 200 |
|
|
2020
Q3 | $211K | Sell |
5,875
-247
| -4% | -$8.87K | 0.02% | 207 |
|
|
2020
Q2 | $225K | Buy |
6,122
+3
| +0% | +$110 | 0.02% | 189 |
|
|
2020
Q1 | $211K | Buy |
6,119
+152
| +3% | +$5.24K | 0.03% | 195 |
|
|
2019
Q4 | $354K | Buy |
5,967
+1
| +0% | +$59 | 0.04% | 166 |
|
|
2019
Q3 | $330K | Buy |
5,966
+3,273
| +122% | +$181K | 0.04% | 159 |
|
|
2019
Q2 | $141K | Hold |
2,693
| – | – | 0.02% | 238 |
|
|
2019
Q1 | $130K | Sell |
2,693
-1,949
| -42% | -$94.1K | 0.02% | 255 |
|
|
2018
Q4 | $212K | Buy |
4,642
+113
| +2% | +$5.16K | 0.03% | 191 |
|
|
2018
Q3 | $239K | Buy |
4,529
+1
| +0% | +$53 | 0.03% | 192 |
|
|
2018
Q2 | $227K | Buy |
4,528
+22
| +0.5% | +$1.1K | 0.03% | 193 |
|
|
2018
Q1 | $228K | Sell |
4,506
-221
| -5% | -$11.2K | 0.03% | 191 |
|
|
2017
Q4 | $253K | Sell |
4,727
-237
| -5% | -$12.7K | 0.03% | 194 |
|
|
2017
Q3 | $266K | Sell |
4,964
-3,251
| -40% | -$174K | 0.03% | 191 |
|
|
2017
Q2 | $427K | Buy |
8,215
+114
| +1% | +$5.93K | 0.05% | 150 |
|
|
2017
Q1 | $417K | Sell |
8,101
-3,191
| -28% | -$164K | 0.05% | 153 |
|
|
2016
Q4 | $580K | Buy |
11,292
+7,470
| +195% | +$384K | 0.09% | 129 |
|
|
2016
Q3 | $164 | Hold |
3,822
| – | – | 0.02% | 218 |
|
|
2016
Q2 | $154K | Buy |
3,822
+300
| +9% | +$12.1K | 0.02% | 231 |
|
|
2016
Q1 | $143K | Buy |
+3,522
| New | +$143K | 0.02% | 241 |
|