Schechter Investment Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $230K | Sell |
5,444
-502
| -8% | -$21.2K | 0.02% | 527 |
|
|
2024
Q4 | $284K | Sell |
5,946
-811
| -12% | -$38.8K | 0.02% | 504 |
|
|
2024
Q3 | $309K | Buy |
6,757
+899
| +15% | +$41.1K | 0.02% | 490 |
|
|
2024
Q2 | $233K | Buy |
+5,858
| New | +$233K | 0.02% | 527 |
|
|
2023
Q1 | – | Sell |
-6,020
| Closed | -$263K | – | 739 |
|
|
2022
Q4 | $263K | Buy |
6,020
+654
| +12% | +$28.5K | 0.02% | 668 |
|
|
2022
Q3 | $216K | Sell |
5,366
-980
| -15% | -$39.4K | 0.02% | 813 |
|
|
2022
Q2 | $292K | Buy |
6,346
+52
| +0.8% | +$2.39K | 0.03% | 721 |
|
|
2022
Q1 | $335K | Buy |
6,294
+926
| +17% | +$49.3K | 0.03% | 663 |
|
|
2021
Q4 | $301K | Buy |
+5,368
| New | +$301K | 0.03% | 675 |
|