TCA
Trifecta Capital Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Hold |
6,108
| – | – | 0.05% | 87 |
|
|
2025
Q1 | $258K | Sell |
6,108
-420
| -6% | -$17.7K | 0.05% | 70 |
|
|
2024
Q4 | $312K | Sell |
6,528
-422
| -6% | -$20.2K | 0.06% | 70 |
|
|
2024
Q3 | $318K | Hold |
6,950
| – | – | 0.07% | 69 |
|
|
2024
Q2 | $276K | Hold |
6,950
| – | – | 0.06% | 73 |
|
|
2024
Q1 | $311K | Sell |
6,950
-360
| -5% | -$16.1K | 0.08% | 72 |
|
|
2023
Q4 | $316K | Sell |
7,310
-47,189
| -87% | -$2.04M | 0.09% | 72 |
|
|
2023
Q3 | $1.8M | Sell |
54,499
-3,331
| -6% | -$110K | 0.58% | 46 |
|
|
2023
Q2 | $1.91M | Buy |
57,830
+6,208
| +12% | +$205K | 0.61% | 43 |
|
|
2023
Q1 | $1.86M | Buy |
51,622
+51,580
| +122,810% | +$1.86M | 0.66% | 45 |
|
|
2022
Q4 | $1.83K | Buy |
+42
| New | +$1.83K | ﹤0.01% | 318 |
|