Zullo Investment Group’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,121
| Closed | -$92.5K | – | 677 |
|
|
2022
Q4 | $92.5K | Sell |
2,121
-1,493
| -41% | -$65.1K | 0.06% | 206 |
|
|
2022
Q3 | $146K | Sell |
3,614
-329
| -8% | -$13.3K | 0.09% | 158 |
|
|
2022
Q2 | $181K | Buy |
3,943
+73
| +2% | +$3.35K | 0.11% | 148 |
|
|
2022
Q1 | $206K | Buy |
3,870
+12
| +0.3% | +$639 | 0.11% | 148 |
|
|
2021
Q4 | $217K | Buy |
+3,858
| New | +$217K | 0.11% | 152 |
|