Sweet Financial Partners’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $659K | Sell |
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|
2024
Q2 | $587K | Sell |
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|
2024
Q1 | $667K | Sell |
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|
2023
Q4 | $694K | Buy |
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|
2023
Q3 | $528K | Buy |
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|
2023
Q2 | $461K | Sell |
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|
2023
Q1 | $508K | Buy |
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|
2022
Q4 | $614K | Buy |
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|
2022
Q3 | $404K | Buy |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $460K | Buy |
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|
2021
Q4 | $443K | Buy |
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