US Bancorp’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07K | Sell |
167
-5,934
| -97% | -$37.8K | ﹤0.01% | 3940 |
|
|
2025
Q1 | $39.2K | Sell |
6,101
-5,600
| -48% | -$36K | ﹤0.01% | 2853 |
|
|
2024
Q4 | $81.4K | Buy |
11,701
+11,662
| +29,903% | +$81.2K | ﹤0.01% | 2493 |
|
|
2024
Q3 | $265 | Buy |
+39
| New | +$265 | ﹤0.01% | 3967 |
|
|
2024
Q1 | – | Sell |
-171
| Closed | -$450 | – | 4062 |
|
|
2023
Q4 | $450 | Sell |
171
-150
| -47% | -$395 | ﹤0.01% | 3841 |
|
|
2023
Q3 | $899 | Sell |
321
-39
| -11% | -$109 | ﹤0.01% | 3763 |
|
|
2023
Q2 | $1.34K | Sell |
360
-111
| -24% | -$412 | ﹤0.01% | 3734 |
|
|
2023
Q1 | $1.35K | Sell |
471
-242
| -34% | -$692 | ﹤0.01% | 3809 |
|
|
2022
Q4 | $2.3K | Buy |
+713
| New | +$2.3K | ﹤0.01% | 3717 |
|
|
2022
Q3 | – | Sell |
-764
| Closed | -$5K | – | 4182 |
|
|
2022
Q2 | $5K | Buy |
764
+352
| +85% | +$2.3K | ﹤0.01% | 3584 |
|
|
2022
Q1 | $5K | Buy |
412
+236
| +134% | +$2.86K | ﹤0.01% | 3605 |
|
|
2021
Q4 | $4K | Buy |
+176
| New | +$4K | ﹤0.01% | 3708 |
|