Allegheny Financial 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
Q2 | $340K | Hold |
7,516
| – | – | 0.08% | 175 |
|
|
2025
Q1 | $317K | Sell |
7,516
-220
| -3% | -$9.29K | 0.08% | 177 |
|
|
2024
Q4 | $370K | Buy |
7,736
+86
| +1% | +$4.11K | 0.1% | 159 |
|
|
2024
Q3 | $350K | Sell |
7,650
-21
| -0.3% | -$960 | 0.09% | 178 |
|
|
2024
Q2 | $305K | Buy |
7,671
+26
| +0.3% | +$1.03K | 0.09% | 171 |
|
|
2024
Q1 | $342K | Sell |
7,645
-22
| -0.3% | -$983 | 0.11% | 154 |
|
|
2023
Q4 | $332K | Buy |
7,667
+3
| +0% | +$130 | 0.11% | 151 |
|
|
2023
Q3 | $253K | Buy |
7,664
+243
| +3% | +$8.03K | 0.09% | 158 |
|
|
2023
Q2 | $245K | Sell |
7,421
-87
| -1% | -$2.87K | 0.12% | 132 |
|
|
2023
Q1 | $271K | Buy |
7,508
+2
| +0% | +$72 | 0.11% | 138 |
|
|
2022
Q4 | $327K | Buy |
7,506
+4
| +0.1% | +$174 | 0.14% | 121 |
|
|
2022
Q3 | $302K | Buy |
7,502
+1
| +0% | +$40 | 0.14% | 117 |
|
|
2022
Q2 | $345K | Sell |
7,501
-146
| -2% | -$6.72K | 0.16% | 105 |
|
|
2022
Q1 | $406K | Buy |
7,647
+2
| +0% | +$106 | 0.17% | 94 |
|
|
2021
Q4 | $429K | Buy |
7,645
+2
| +0% | +$112 | 0.17% | 88 |
|
|
2021
Q3 | $454K | Buy |
7,643
+1
| +0% | +$59 | 0.21% | 76 |
|
|
2021
Q2 | $435K | Buy |
+7,642
| New | +$435K | 0.2% | 82 |
|
|
2021
Q1 | – | Sell |
-7,671
| Closed | -$357K | – | 129 |
|
|
2020
Q4 | $357K | Buy |
+7,671
| New | +$357K | 0.19% | 80 |
|