Allen Mooney & Barnes Investment Advisors’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 | $1.95M | Buy |
43,054
+82
| +0.2% | +$3.71K | 0.32% | 50 |
|
|
2025
Q1 | $1.81M | Buy |
42,972
+19,806
| +85% | +$836K | 0.3% | 59 |
|
|
2024
Q4 | $1.11M | Sell |
23,166
-4,615
| -17% | -$221K | 0.19% | 67 |
|
|
2024
Q3 | $1.27M | Sell |
27,781
-874
| -3% | -$40K | 0.22% | 64 |
|
|
2024
Q2 | $1.14M | Sell |
28,655
-111
| -0.4% | -$4.41K | 0.2% | 65 |
|
|
2024
Q1 | $1.21M | Sell |
28,766
-397
| -1% | -$16.6K | 0.23% | 65 |
|
|
2023
Q4 | $1.26M | Sell |
29,163
-2,837
| -9% | -$123K | 0.24% | 63 |
|
|
2023
Q3 | $1.06M | Buy |
32,000
+902
| +3% | +$29.8K | 0.23% | 64 |
|
|
2023
Q2 | $1.03M | Buy |
31,098
+2,576
| +9% | +$85.1K | 0.23% | 62 |
|
|
2023
Q1 | $1.03M | Sell |
28,522
-937
| -3% | -$33.8K | 0.25% | 61 |
|
|
2022
Q4 | $1.28M | Sell |
29,459
-2,892
| -9% | -$126K | 0.31% | 59 |
|
|
2022
Q3 | $1.3M | Sell |
32,351
-995
| -3% | -$40.1K | 0.35% | 57 |
|
|
2022
Q2 | $1.53M | Sell |
33,346
-276
| -0.8% | -$12.7K | 0.39% | 56 |
|
|
2022
Q1 | $1.79M | Buy |
+33,622
| New | +$1.79M | 0.4% | 54 |
|