Security National Trust’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $62K | Hold |
|
|||||
|
2021
Q2 | $62K | Hold |
|
|||||
|
2021
Q1 | $60K | Hold |
|
|||||
|
2020
Q4 | $51K | Hold |
|
|||||
|
2020
Q3 | $39K | Hold |
|
|||||
|
2020
Q2 | $40K | Hold |
|
|||||
|
2020
Q1 | $37K | Sell |
|
|||||
|
2019
Q4 | $94K | Sell |
|
|||||
|
2019
Q3 | $116K | Sell |
|
|||||
|
2019
Q2 | $123K | Hold |
|
|||||
|
2019
Q1 | $113K | Buy |
|
|||||
|
2018
Q4 | $101K | Hold |
|
|||||
|
2018
Q3 | $116K | Sell |
|
|||||
|
2018
Q2 | $200K | Sell |
|
|||||
|
2018
Q1 | $237K | Sell |
|
|||||
|
2017
Q4 | $261K | Sell |
|
|||||
|
2017
Q3 | $285K | Sell |
|
|||||
|
2017
Q2 | $334K | Hold |
|
|||||
|
2017
Q1 | $332K | Sell |
|
|||||
|
2016
Q4 | $347K | Buy |
|
|||||
|
2016
Q3 | $287K | Sell |
|
|||||
|
2016
Q2 | $272K | Sell |
|
|||||
|
2016
Q1 | $277K | Hold |
|
|||||
|
2015
Q4 | $291K | Buy |
|
|||||
|
2015
Q3 | $276K | Buy |
|
|||||
|
2015
Q2 | $287K | Hold |
|
|||||
|
2015
Q1 | $290K | Hold |
|
|||||
|
2014
Q4 | $298K | Buy |
|
|||||
|
2014
Q3 | $271K | Hold |
|
|||||
|
2014
Q2 | $280K | Buy |
|
|||||
|
2014
Q1 | $252K | Sell |
|
|||||
|
2013
Q4 | $247K | Hold |
|
|||||
|
2013
Q3 | $224K | Hold |
|
|||||
|
2013
Q2 | $221K | Buy |
|