Searle & Co’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-39,240
| Closed | -$1.56M | – | 188 |
|
|
2024
Q2 | $1.56M | Buy |
39,240
+37
| +0.1% | +$1.47K | 0.37% | 62 |
|
|
2024
Q1 | $1.75M | Hold |
39,203
| – | – | 0.45% | 52 |
|
|
2023
Q4 | $1.7M | Buy |
+39,203
| New | +$1.7M | 0.46% | 54 |
|
|
2015
Q3 | – | Sell |
-2,572
| Closed | -$111K | – | 249 |
|
|
2015
Q2 | $111K | Hold |
2,572
| – | – | 0.09% | 124 |
|
|
2015
Q1 | $112K | Hold |
2,572
| – | – | 0.1% | 126 |
|
|
2014
Q4 | $115K | Buy |
+2,572
| New | +$115K | 0.1% | 143 |
|