Arkadios Wealth 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 | $2.54M | Sell |
56,167
-78,646
| -58% | -$3.56M | 0.07% | 281 |
|
|
2025
Q1 | $5.69M | Buy |
134,813
+30,701
| +29% | +$1.3M | 0.22% | 109 |
|
|
2024
Q4 | $4.98M | Buy |
104,112
+12,165
| +13% | +$582K | 0.27% | 78 |
|
|
2024
Q3 | $4.2M | Buy |
91,947
+1,355
| +1% | +$62K | 0.24% | 96 |
|
|
2024
Q2 | $3.6M | Sell |
90,592
-1,442
| -2% | -$57.2K | 0.24% | 87 |
|
|
2024
Q1 | $4.11M | Sell |
92,034
-396
| -0.4% | -$17.7K | 0.32% | 69 |
|
|
2023
Q4 | $4M | Buy |
92,430
+5,445
| +6% | +$236K | 0.34% | 63 |
|
|
2023
Q3 | $2.88M | Buy |
86,985
+34,544
| +66% | +$1.14M | 0.27% | 92 |
|
|
2023
Q2 | $1.73M | Buy |
52,441
+4,753
| +10% | +$157K | 0.2% | 123 |
|
|
2023
Q1 | $1.72M | Buy |
47,688
+5,346
| +13% | +$193K | 0.2% | 126 |
|
|
2022
Q4 | $1.85M | Buy |
42,342
+7,048
| +20% | +$307K | 0.24% | 111 |
|
|
2022
Q3 | $1.42M | Buy |
35,294
+5,701
| +19% | +$230K | 0.22% | 125 |
|
|
2022
Q2 | $1.36M | Buy |
29,593
+8,983
| +44% | +$413K | 0.2% | 140 |
|
|
2022
Q1 | $1.1M | Buy |
20,610
+10,658
| +107% | +$566K | 0.14% | 169 |
|
|
2021
Q4 | $559K | Buy |
9,952
+2,930
| +42% | +$165K | 0.07% | 298 |
|
|
2021
Q3 | $417K | Buy |
7,022
+2,318
| +49% | +$138K | 0.06% | 331 |
|
|
2021
Q2 | $268K | Buy |
4,704
+3,204
| +214% | +$183K | 0.03% | 471 |
|
|
2021
Q1 | $82K | Buy |
1,500
+1,021
| +213% | +$55.8K | 0.01% | 576 |
|
|
2020
Q4 | $22K | Buy |
479
+9
| +2% | +$413 | ﹤0.01% | 733 |
|
|
2020
Q3 | $18.4K | Sell |
470
-504
| -52% | -$19.7K | 0.01% | 621 |
|
|
2020
Q2 | $35.3K | Sell |
974
-123
| -11% | -$4.46K | 0.02% | 426 |
|
|
2020
Q1 | $37.8K | Sell |
1,097
-265
| -19% | -$9.13K | 0.02% | 380 |
|
|
2019
Q4 | $75.2K | Buy |
+1,362
| New | +$75.2K | 0.05% | 268 |
|