Stifel Trust’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $2.25M | Buy |
53,751
+500
| +0.9% | +$20.9K | 0.43% | 84 |
|
2014
Q2 | $2.31M | Sell |
53,251
-7,050
| -12% | -$305K | 0.43% | 80 |
|
2014
Q1 | $2.59M | Buy |
60,301
+2,394
| +4% | +$103K | 0.49% | 78 |
|
2013
Q4 | $2.34M | Buy |
57,907
+1,125
| +2% | +$45.5K | 0.44% | 78 |
|
2013
Q3 | $2.08M | Buy |
56,782
+3,250
| +6% | +$119K | 0.41% | 80 |
|
2013
Q2 | $1.94M | Buy |
+53,532
| New | +$1.94M | 0.4% | 83 |
|