Sweet Financial Partners’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $659K | Sell |
14,411
-382
| -3% | -$17.5K | 0.14% | 109 |
|
|
2024
Q2 | $587K | Sell |
14,793
-134
| -0.9% | -$5.32K | 0.13% | 107 |
|
|
2024
Q1 | $667K | Sell |
14,927
-1,107
| -7% | -$49.5K | 0.15% | 104 |
|
|
2023
Q4 | $694K | Buy |
16,034
+77
| +0.5% | +$3.33K | 0.17% | 93 |
|
|
2023
Q3 | $528K | Buy |
15,957
+2,009
| +14% | +$66.4K | 0.14% | 101 |
|
|
2023
Q2 | $461K | Sell |
13,948
-144
| -1% | -$4.76K | 0.12% | 112 |
|
|
2023
Q1 | $508K | Buy |
14,092
+18
| +0.1% | +$649 | 0.14% | 105 |
|
|
2022
Q4 | $614K | Buy |
14,074
+4,053
| +40% | +$177K | 0.18% | 90 |
|
|
2022
Q3 | $404K | Buy |
10,021
+1,301
| +15% | +$52.5K | 0.13% | 104 |
|
|
2022
Q2 | $401K | Buy |
8,720
+73
| +0.8% | +$3.36K | 0.13% | 107 |
|
|
2022
Q1 | $460K | Buy |
8,647
+759
| +10% | +$40.4K | 0.12% | 102 |
|
|
2021
Q4 | $443K | Buy |
+7,888
| New | +$443K | 0.18% | 78 |
|