Stonebridge Financial Planning Group’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-200
| Closed | -$12K | – | 351 |
|
|
2021
Q4 | $12K | Hold |
200
| – | – | 0.01% | 331 |
|
|
2021
Q3 | $12K | Hold |
200
| – | – | 0.01% | 331 |
|
|
2021
Q2 | $12K | Sell |
200
-100
| -33% | -$6K | 0.01% | 343 |
|
|
2021
Q1 | $17K | Hold |
300
| – | – | 0.01% | 316 |
|
|
2020
Q4 | $14K | Hold |
300
| – | – | 0.01% | 306 |
|
|
2020
Q3 | $12K | Hold |
300
| – | – | 0.01% | 307 |
|
|
2020
Q2 | $11K | Hold |
300
| – | – | 0.01% | 306 |
|
|
2020
Q1 | $11K | Hold |
300
| – | – | 0.01% | 295 |
|
|
2019
Q4 | $18K | Buy |
+300
| New | +$18K | 0.02% | 248 |
|