Sutton Wealth Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $37.2K | Sell |
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|
2023
Q2 | $37.8K | Sell |
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|
2023
Q1 | $41.6K | Sell |
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|
2022
Q4 | $158K | Sell |
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|
2022
Q3 | $155K | Buy |
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|
2022
Q2 | $173K | Buy |
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|
2022
Q1 | $199K | Buy |
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|
2021
Q4 | $209K | Hold |
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|
2021
Q3 | $221K | Buy |
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|
2021
Q2 | $212K | Hold |
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|
2021
Q1 | $205K | Buy |
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|
2020
Q4 | $170K | Buy |
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|
2020
Q3 | $130K | Buy |
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|
2020
Q2 | $133K | Sell |
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|
2020
Q1 | $132K | Sell |
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|
2019
Q4 | $243K | Hold |
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|
2019
Q3 | $226K | Sell |
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|
2019
Q2 | $231K | Buy |
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|
2019
Q1 | $210K | Buy |
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|
2018
Q4 | $198K | Buy |
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|
2018
Q3 | $218K | Hold |
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|
2018
Q2 | $206K | Hold |
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|
2018
Q1 | $208K | Buy |
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|
2017
Q4 | $196K | Hold |
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|
2017
Q3 | $196K | Hold |
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|
2017
Q2 | $190K | Hold |
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|
2017
Q1 | $189K | Hold |
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|
2016
Q4 | $188K | Sell |
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|
2016
Q3 | $178K | Hold |
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|
2016
Q2 | $167K | Hold |
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|
2016
Q1 | $168K | Buy |
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