Allworth Financial’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Buy |
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|
2025
Q1 | $3.08M | Sell |
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|
2024
Q4 | $3.82M | Buy |
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|
2024
Q3 | $2.63M | Sell |
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|
2024
Q2 | $3.12M | Buy |
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|
2024
Q1 | $2.55M | Buy |
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|
2023
Q4 | $1.96M | Buy |
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $1.51M | Buy |
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|
2022
Q3 | $735K | Buy |
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|
2022
Q2 | $346K | Buy |
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|
2022
Q1 | $315K | Buy |
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|
2021
Q4 | $184K | Buy |
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|
2021
Q3 | $189K | Buy |
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|
2021
Q2 | $153K | Sell |
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|
2021
Q1 | $230K | Buy |
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|
2020
Q4 | $89K | Sell |
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|
2020
Q3 | $79K | Sell |
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|
2020
Q2 | $104K | Buy |
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|
2020
Q1 | $67K | Buy |
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|
2019
Q4 | $104K | Buy |
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|
2019
Q3 | $84K | Sell |
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|
2019
Q2 | $101K | Sell |
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|
2019
Q1 | $97K | Buy |
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|
2018
Q4 | $92K | Buy |
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|
2018
Q3 | $79K | Hold |
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|
2018
Q2 | $75K | Sell |
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|
2018
Q1 | $124K | Sell |
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|
2017
Q4 | $183K | Buy |
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|
2017
Q3 | $81K | Hold |
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|
2017
Q2 | $78K | Sell |
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|
2017
Q1 | $106K | Sell |
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|
2016
Q4 | $144K | Hold |
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|
2016
Q3 | $120K | Hold |
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|
2016
Q2 | $113K | Sell |
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|
2016
Q1 | $116K | Sell |
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|
2015
Q4 | $122K | Buy |
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|
2015
Q3 | $117K | Hold |
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|
2015
Q2 | $124K | Sell |
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|
2015
Q1 | $174K | Buy |
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