Stokes Family Office’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,696
| Closed | -$354K | – | 341 |
|
|
2023
Q3 | $354K | Sell |
10,696
-488
| -4% | -$16.1K | 0.04% | 220 |
|
|
2023
Q2 | $370K | Buy |
11,184
+2,456
| +28% | +$81.1K | 0.04% | 214 |
|
|
2023
Q1 | $315K | Buy |
8,728
+1,900
| +28% | +$68.5K | 0.04% | 217 |
|
|
2022
Q4 | $298K | Sell |
6,828
-3,659
| -35% | -$160K | 0.04% | 218 |
|
|
2022
Q3 | $423K | Buy |
10,487
+2,650
| +34% | +$107K | 0.06% | 171 |
|
|
2022
Q2 | $361K | Buy |
7,837
+2,243
| +40% | +$103K | 0.05% | 188 |
|
|
2022
Q1 | $297K | Sell |
5,594
-438
| -7% | -$23.3K | 0.04% | 208 |
|
|
2021
Q4 | $339K | Buy |
6,032
+1,195
| +25% | +$67.2K | 0.04% | 179 |
|
|
2021
Q3 | $288K | Buy |
+4,837
| New | +$288K | 0.04% | 187 |
|