SWA
Sutton Wealth Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $37.2K | Sell |
1,124
-21
| -2% | -$694 | 0.02% | 268 |
|
|
2023
Q2 | $37.8K | Sell |
1,145
-8
| -0.7% | -$264 | 0.02% | 265 |
|
|
2023
Q1 | $41.6K | Sell |
1,153
-2,460
| -68% | -$88.7K | 0.02% | 218 |
|
|
2022
Q4 | $158K | Sell |
3,613
-237
| -6% | -$10.3K | 0.06% | 198 |
|
|
2022
Q3 | $155K | Buy |
3,850
+83
| +2% | +$3.35K | 0.06% | 191 |
|
|
2022
Q2 | $173K | Buy |
3,767
+15
| +0.4% | +$690 | 0.07% | 181 |
|
|
2022
Q1 | $199K | Buy |
3,752
+29
| +0.8% | +$1.54K | 0.07% | 182 |
|
|
2021
Q4 | $209K | Hold |
3,723
| – | – | 0.07% | 174 |
|
|
2021
Q3 | $221K | Buy |
3,723
+10
| +0.3% | +$594 | 0.08% | 169 |
|
|
2021
Q2 | $212K | Hold |
3,713
| – | – | 0.08% | 173 |
|
|
2021
Q1 | $205K | Buy |
3,713
+67
| +2% | +$3.71K | 0.08% | 168 |
|
|
2020
Q4 | $170K | Buy |
3,646
+22
| +0.6% | +$1.03K | 0.07% | 174 |
|
|
2020
Q3 | $130K | Buy |
3,624
+25
| +0.7% | +$896 | 0.06% | 184 |
|
|
2020
Q2 | $133K | Sell |
3,599
-221
| -6% | -$8.14K | 0.07% | 184 |
|
|
2020
Q1 | $132K | Sell |
3,820
-272
| -7% | -$9.37K | 0.08% | 166 |
|
|
2019
Q4 | $243K | Hold |
4,092
| – | – | 0.12% | 131 |
|
|
2019
Q3 | $226K | Sell |
4,092
-322
| -7% | -$17.8K | 0.13% | 131 |
|
|
2019
Q2 | $231K | Buy |
4,414
+63
| +1% | +$3.3K | 0.13% | 125 |
|
|
2019
Q1 | $210K | Buy |
4,351
+21
| +0.5% | +$1.01K | 0.12% | 133 |
|
|
2018
Q4 | $198K | Buy |
4,330
+208
| +5% | +$9.51K | 0.13% | 127 |
|
|
2018
Q3 | $218K | Hold |
4,122
| – | – | 0.14% | 119 |
|
|
2018
Q2 | $206K | Hold |
4,122
| – | – | 0.14% | 119 |
|
|
2018
Q1 | $208K | Buy |
4,122
+456
| +12% | +$23K | 0.15% | 121 |
|
|
2017
Q4 | $196K | Hold |
3,666
| – | – | 0.14% | 128 |
|
|
2017
Q3 | $196K | Hold |
3,666
| – | – | 0.15% | 119 |
|
|
2017
Q2 | $190K | Hold |
3,666
| – | – | 0.15% | 119 |
|
|
2017
Q1 | $189K | Hold |
3,666
| – | – | 0.16% | 110 |
|
|
2016
Q4 | $188K | Sell |
3,666
-484
| -12% | -$24.9K | 0.17% | 105 |
|
|
2016
Q3 | $178K | Hold |
4,150
| – | – | 0.16% | 104 |
|
|
2016
Q2 | $167K | Hold |
4,150
| – | – | 0.16% | 112 |
|
|
2016
Q1 | $168K | Buy |
+4,150
| New | +$168K | 0.16% | 111 |
|