Western Financial Corp’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 | – | Sell |
-11,147
| Closed | -$471K | – | 138 |
|
|
2025
Q1 | $471K | Buy |
11,147
+888
| +9% | +$37.5K | 0.27% | 87 |
|
|
2024
Q4 | $491K | Buy |
10,259
+1,657
| +19% | +$79.3K | 0.27% | 91 |
|
|
2024
Q3 | $393K | Buy |
8,602
+139
| +2% | +$6.36K | 0.22% | 96 |
|
|
2024
Q2 | $336K | Buy |
8,463
+219
| +3% | +$8.69K | 0.2% | 93 |
|
|
2024
Q1 | $369K | Buy |
+8,244
| New | +$369K | 0.23% | 86 |
|