Summit Financial Strategies, Inc. Us Bancorp \De\ Transaction History

Summit Financial Strategies, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 03, 2022	SELL	$54.85 - $62.74 $191,371 - $218,899	-3,489 Closed	0 $0
Q3 2021 Nov 10, 2021	SELL	$54.51 - $61.1 $100,080 - $112,179	-1,836 Reduced 34.48%	3,489 $207,000
Q2 2021 Aug 11, 2021	BUY	$54.74 - $62.21 $291,490 - $331,268	5,325 New	5,325 $303,000
Q1 2020 May 11, 2020	SELL	$28.93 - $59.2 $100,936 - $206,548	-3,489 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$52.38 - $60.68 $182,753 - $211,712	3,489 New	3,489 $207,000

1,901

1.17B

8.73M

Ticker USB
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,485,779,968
Market Cap $73.6B
Description
U.S. Bancorp, a financial services holding company, provides various financial services to individuals, businesses, institutional organizations, governmental entities and other financial institutions in the United States. It operates in Corporate and Commercial Banking, Consumer and Business Banking, Wealth Management and Investment Services, Pa...

Get notified when there are updates to the investment portfolio of Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

Stay updated on Summit Financial Strategies, Inc. with notifications on news.