Advisornet Financial’s US Bancorp USB Stock Holding History

Advisornet Financial’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$453K	Buy	10,017 +1,598	+19%	+$72.3K	0.03%	384
2025 Q1	$355K	Sell	8,419 -2,154	-20%	-$90.9K	0.03%	410
2024 Q4	$506K	Sell	10,573 -1,239	-10%	-$59.3K	0.04%	312
2024 Q3	$540K	Buy	11,812 +1,182	+11%	+$54.1K	0.04%	317
2024 Q2	$422K	Buy	10,630 +602	+6%	+$23.9K	0.04%	331
2024 Q1	$448K	Sell	10,028 -1,902	-16%	-$85K	0.04%	324
2023 Q4	$516K	Sell	11,930 -85	-0.7%	-$3.68K	0.05%	312
2023 Q3	$397K	Sell	12,015 -4,417	-27%	-$146K	0.04%	337
2023 Q2	$543K	Sell	16,432 -186	-1%	-$6.15K	0.05%	292
2023 Q1	$599K	Sell	16,618 -394	-2%	-$14.2K	0.05%	268
2022 Q4	$742K	Sell	17,012 -1,397	-8%	-$60.9K	0.07%	246
2022 Q3	$742K	Buy	18,409 +170	+0.9%	+$6.85K	0.07%	253
2022 Q2	$839K	Sell	18,239 -7,272	-29%	-$335K	0.08%	237
2022 Q1	$1.36M	Sell	25,511 -6,521	-20%	-$347K	0.08%	202
2021 Q4	$1.8M	Sell	32,032 -4,589	-13%	-$258K	0.11%	172
2021 Q3	$2.18M	Sell	36,621 -2,755	-7%	-$164K	0.15%	138
2021 Q2	$2.24M	Buy	39,376 +239	+0.6%	+$13.6K	0.15%	142
2021 Q1	$2.17M	Sell	39,137 -998	-2%	-$55.2K	0.15%	146
2020 Q4	$1.87M	Sell	40,135 -7,944	-17%	-$370K	0.15%	142
2020 Q3	$1.72M	Sell	48,079 -2,945	-6%	-$106K	0.15%	148
2020 Q2	$1.88M	Buy	51,024 +521	+1%	+$19.2K	0.15%	141
2020 Q1	$1.74M	Buy	50,503 +4,531	+10%	+$156K	0.16%	128
2019 Q4	$2.73M	Sell	45,972 -10,589	-19%	-$628K	0.23%	98
2019 Q3	$3.13M	Buy	56,561 +6,351	+13%	+$351K	0.29%	78
2019 Q2	$2.63M	Sell	50,210 -2,042	-4%	-$107K	0.29%	78
2019 Q1	$2.52M	Sell	52,252 -2,065	-4%	-$99.5K	0.31%	73
2018 Q4	$2.48M	Sell	54,317 -35,791	-40%	-$1.64M	0.34%	60
2018 Q3	$4.76M	Sell	90,108 -221	-0.2%	-$11.7K	0.6%	26
2018 Q2	$4.52M	Buy	90,329 +9,103	+11%	+$455K	0.61%	27
2018 Q1	$4.1M	Buy	81,226 +9,741	+14%	+$492K	0.57%	28
2017 Q4	$3.83M	Buy	+71,485	New	+$3.83M	0.58%	31