Stanford Investment Group’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,106
| Closed | -$57K | – | 275 |
|
|
2016
Q4 | $57K | Sell |
1,106
-418
| -27% | -$21.5K | 0.03% | 134 |
|
|
2016
Q3 | $65K | Buy |
1,524
+1,145
| +302% | +$48.8K | 0.03% | 118 |
|
|
2016
Q2 | $15K | Hold |
379
| – | – | 0.01% | 273 |
|
|
2016
Q1 | $15K | Hold |
379
| – | – | 0.01% | 268 |
|
|
2015
Q4 | $16K | Hold |
379
| – | – | 0.01% | 239 |
|
|
2015
Q3 | $16K | Hold |
379
| – | – | 0.01% | 239 |
|
|
2015
Q2 | $16K | Hold |
379
| – | – | 0.01% | 254 |
|
|
2015
Q1 | $17K | Hold |
379
| – | – | 0.01% | 247 |
|
|
2014
Q4 | $17K | Buy |
+379
| New | +$17K | 0.01% | 251 |
|