SFM
Stack Financial Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-275,125
| Closed | -$16.3M | – | 48 |
|
|
2019
Q4 | $16.3M | Buy |
275,125
+258
| +0.1% | +$15.3K | 1.76% | 25 |
|
|
2019
Q3 | $15.2M | Buy |
274,867
+4,742
| +2% | +$262K | 1.81% | 24 |
|
|
2019
Q2 | $14.2M | Buy |
+270,125
| New | +$14.2M | 1.59% | 26 |
|