Strategic Family Wealth Counselors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
5,940
-88
| -1% | -$3.98K | 0.08% | 124 |
|
|
2025
Q1 | $255K | Buy |
6,028
+10
| +0.2% | +$422 | 0.08% | 125 |
|
|
2024
Q4 | $288K | Buy |
6,018
+810
| +16% | +$38.7K | 0.09% | 113 |
|
|
2024
Q3 | $238K | Buy |
5,208
+71
| +1% | +$3.25K | 0.08% | 117 |
|
|
2024
Q2 | $204K | Hold |
5,137
| – | – | 0.08% | 119 |
|
|
2024
Q1 | $230K | Hold |
5,137
| – | – | 0.09% | 106 |
|
|
2023
Q4 | $222K | Buy |
+5,137
| New | +$222K | 0.09% | 107 |
|