World Equity Group’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,776
| Closed | -$228K | – | 373 |
|
|
2024
Q4 | $228K | Buy |
+4,776
| New | +$228K | 0.05% | 324 |
|
|
2024
Q2 | – | Sell |
-15,306
| Closed | -$684K | – | 320 |
|
|
2024
Q1 | $684K | Buy |
15,306
+8
| +0.1% | +$358 | 0.14% | 153 |
|
|
2023
Q4 | $662K | Sell |
15,298
-2
| -0% | -$87 | 0.13% | 156 |
|
|
2023
Q3 | $506K | Buy |
15,300
+462
| +3% | +$15.3K | 0.11% | 202 |
|
|
2023
Q2 | $490K | Buy |
+14,838
| New | +$490K | 0.14% | 186 |
|
|
2023
Q1 | – | Sell |
-8,450
| Closed | -$369K | – | 583 |
|
|
2022
Q4 | $369K | Sell |
8,450
-35
| -0.4% | -$1.53K | 0.09% | 222 |
|
|
2022
Q3 | $342K | Buy |
8,485
+34
| +0.4% | +$1.37K | 0.09% | 223 |
|
|
2022
Q2 | $389K | Buy |
+8,451
| New | +$389K | 0.1% | 217 |
|