Wells Fargo’s USCB Financial Holdings USCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Buy |
6,383
+373
| +6% | +$6.17K | ﹤0.01% | 4759 |
|
|
2025
Q1 | $112K | Buy |
6,010
+211
| +4% | +$3.92K | ﹤0.01% | 4599 |
|
|
2024
Q4 | $103K | Buy |
5,799
+1,431
| +33% | +$25.4K | ﹤0.01% | 4702 |
|
|
2024
Q3 | $66.6K | Buy |
4,368
+114
| +3% | +$1.74K | ﹤0.01% | 4838 |
|
|
2024
Q2 | $54.6K | Buy |
4,254
+535
| +14% | +$6.86K | ﹤0.01% | 4896 |
|
|
2024
Q1 | $42.4K | Buy |
3,719
+478
| +15% | +$5.45K | ﹤0.01% | 4946 |
|
|
2023
Q4 | $39.7K | Buy |
3,241
+640
| +25% | +$7.84K | ﹤0.01% | 4937 |
|
|
2023
Q3 | $27.3K | Sell |
2,601
-1,411
| -35% | -$14.8K | ﹤0.01% | 5110 |
|
|
2023
Q2 | $40.9K | Buy |
4,012
+2,095
| +109% | +$21.4K | ﹤0.01% | 5217 |
|
|
2023
Q1 | $19K | Buy |
+1,917
| New | +$19K | ﹤0.01% | 5344 |
|
|
2022
Q4 | – | Sell |
-28
| Closed | – | – | 7386 |
|
|
2022
Q3 | $0 | Sell |
28
-71
| -72% | – | ﹤0.01% | 7076 |
|
|
2022
Q2 | $1K | Buy |
99
+67
| +209% | +$677 | ﹤0.01% | 6322 |
|
|
2022
Q1 | $0 | Buy |
32
+8
| +33% | – | ﹤0.01% | 7270 |
|
|
2021
Q4 | $0 | Sell |
24
-1
| -4% | – | ﹤0.01% | 7251 |
|
|
2021
Q3 | $0 | Buy |
+25
| New | – | ﹤0.01% | 7170 |
|