AIA
Allied Investment Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Buy |
249,266
+14,301
| +6% | +$647K | 1.97% | 21 |
|
|
2025
Q1 | $9.92M | Buy |
234,965
+10,953
| +5% | +$462K | 1.88% | 29 |
|
|
2024
Q4 | $10.7M | Sell |
224,012
-2,211
| -1% | -$106K | 2.16% | 21 |
|
|
2024
Q3 | $10.3M | Buy |
226,223
+1,212
| +0.5% | +$55.4K | 2.05% | 25 |
|
|
2024
Q2 | $8.93M | Buy |
225,011
+2,284
| +1% | +$90.7K | 2.1% | 24 |
|
|
2024
Q1 | $9.96M | Buy |
222,727
+11,427
| +5% | +$511K | 2.4% | 20 |
|
|
2023
Q4 | $9.15M | Sell |
211,300
-573
| -0.3% | -$24.8K | 2.49% | 17 |
|
|
2023
Q3 | $7M | Buy |
211,873
+5,202
| +3% | +$172K | 2.1% | 28 |
|
|
2023
Q2 | $6.83M | Buy |
206,671
+43,273
| +26% | +$1.43M | 1.98% | 31 |
|
|
2023
Q1 | $5.89M | Buy |
163,398
+8,494
| +5% | +$306K | 1.83% | 33 |
|
|
2022
Q4 | $6.76M | Buy |
154,904
+8,565
| +6% | +$374K | 2.11% | 29 |
|
|
2022
Q3 | $5.9M | Buy |
146,339
+8,872
| +6% | +$358K | 2.2% | 27 |
|
|
2022
Q2 | $6.33M | Buy |
137,467
+5,464
| +4% | +$251K | 2.27% | 27 |
|
|
2022
Q1 | $7.02M | Buy |
132,003
+9,905
| +8% | +$526K | 2.29% | 25 |
|
|
2021
Q4 | $6.86M | Buy |
122,098
+3,264
| +3% | +$183K | 2.35% | 24 |
|
|
2021
Q3 | $7.06M | Buy |
118,834
+1,332
| +1% | +$79.2K | 2.67% | 12 |
|
|
2021
Q2 | $6.69M | Buy |
117,502
+3,150
| +3% | +$179K | 2.52% | 19 |
|
|
2021
Q1 | $6.33M | Buy |
114,352
+6,112
| +6% | +$338K | 2.71% | 17 |
|
|
2020
Q4 | $5.04M | Buy |
108,240
+4,212
| +4% | +$196K | 2.42% | 19 |
|
|
2020
Q3 | $3.73M | Buy |
104,028
+1,266
| +1% | +$45.4K | 2.01% | 24 |
|
|
2020
Q2 | $3.78M | Buy |
102,762
+11,102
| +12% | +$409K | 2.18% | 27 |
|
|
2020
Q1 | $3.16M | Buy |
91,660
+15,775
| +21% | +$544K | 2.28% | 28 |
|
|
2019
Q4 | $4.5M | Buy |
75,885
+2,065
| +3% | +$122K | 2.66% | 22 |
|
|
2019
Q3 | $4.09M | Buy |
73,820
+3,015
| +4% | +$167K | 2.63% | 23 |
|
|
2019
Q2 | $3.71M | Buy |
70,805
+3,735
| +6% | +$196K | 2.49% | 23 |
|
|
2019
Q1 | $3.23M | Buy |
67,070
+62,392
| +1,334% | +$3.01M | 2.24% | 26 |
|
|
2018
Q4 | $214K | Sell |
4,678
-778
| -14% | -$35.6K | 0.18% | 40 |
|
|
2018
Q3 | $288K | Buy |
5,456
+78
| +1% | +$4.12K | 0.21% | 39 |
|
|
2018
Q2 | $269K | Hold |
5,378
| – | – | 0.22% | 42 |
|
|
2018
Q1 | $272K | Sell |
5,378
-251
| -4% | -$12.7K | 0.22% | 40 |
|
|
2017
Q4 | $302K | Buy |
+5,629
| New | +$302K | 0.25% | 37 |
|