Signature Estate & Investment Advisors’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 | – | Sell |
-215,279
| Closed | -$8.68M | – | 190 |
|
|
2022
Q3 | $8.68M | Buy |
215,279
+8,874
| +4% | +$358K | 0.41% | 39 |
|
|
2022
Q2 | $9.5M | Sell |
206,405
-519,266
| -72% | -$23.9M | 0.48% | 35 |
|
|
2022
Q1 | $38.6M | Buy |
725,671
+48,205
| +7% | +$2.56M | 1.77% | 21 |
|
|
2021
Q4 | $38.1M | Buy |
+677,466
| New | +$38.1M | 1.71% | 24 |
|
|
2017
Q2 | – | Sell |
-3,000
| Closed | -$155K | – | 184 |
|
|
2017
Q1 | $155K | Buy |
+3,000
| New | +$155K | 0.02% | 150 |
|