U.S. Capital Wealth Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
+4,675
| New | +$212K | 0.01% | 822 |
|
|
2023
Q1 | – | Sell |
-3,817
| Closed | -$166K | – | 1484 |
|
|
2022
Q4 | $166K | Sell |
3,817
-1,490
| -28% | -$65K | 0.01% | 646 |
|
|
2022
Q3 | $214K | Sell |
5,307
-1,886
| -26% | -$76.1K | 0.01% | 580 |
|
|
2022
Q2 | $331K | Sell |
7,193
-346
| -5% | -$15.9K | 0.01% | 537 |
|
|
2022
Q1 | $401K | Buy |
7,539
+2,229
| +42% | +$119K | 0.01% | 550 |
|
|
2021
Q4 | $298K | Buy |
5,310
+175
| +3% | +$9.82K | 0.01% | 596 |
|
|
2021
Q3 | $305K | Buy |
+5,135
| New | +$305K | 0.01% | 605 |
|