Sonora Investment Management’s U.S. Bancorp USB.PRN.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-12,590
| Closed | -$315K | – | 1016 |
|
|
2017
Q1 | $315K | Sell |
12,590
-1,440
| -10% | -$36K | 0.06% | 159 |
|
|
2016
Q4 | $354K | Sell |
14,030
-2,300
| -14% | -$58K | 0.07% | 149 |
|
|
2016
Q3 | $419K | Hold |
16,330
| – | – | 0.09% | 140 |
|
|
2016
Q2 | $426K | Sell |
16,330
-1,365
| -8% | -$35.6K | 0.1% | 123 |
|
|
2016
Q1 | $469K | Hold |
17,695
| – | – | 0.11% | 117 |
|
|
2015
Q4 | $475K | Buy |
17,695
+695
| +4% | +$18.7K | 0.12% | 105 |
|
|
2015
Q3 | $452K | Buy |
+17,000
| New | +$452K | 0.14% | 96 |
|