Atria Investments’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 | $11.6M | Buy |
256,715
+25,219
| +11% | +$1.14M | 0.14% | 157 |
|
|
2025
Q1 | $9.77M | Sell |
231,496
-48,792
| -17% | -$2.06M | 0.13% | 186 |
|
|
2024
Q4 | $13.4M | Sell |
280,288
-4,544
| -2% | -$217K | 0.17% | 134 |
|
|
2024
Q3 | $13M | Buy |
284,832
+35,946
| +14% | +$1.64M | 0.16% | 137 |
|
|
2024
Q2 | $9.88M | Sell |
248,886
-68,179
| -22% | -$2.71M | 0.13% | 174 |
|
|
2024
Q1 | $14.2M | Buy |
317,065
+7,889
| +3% | +$353K | 0.2% | 112 |
|
|
2023
Q4 | $13.4M | Buy |
309,176
+49,405
| +19% | +$2.14M | 0.21% | 110 |
|
|
2023
Q3 | $8.59M | Buy |
259,771
+7,556
| +3% | +$250K | 0.15% | 154 |
|
|
2023
Q2 | $8.33M | Buy |
252,215
+11,759
| +5% | +$389K | 0.15% | 158 |
|
|
2023
Q1 | $8.67M | Sell |
240,456
-20,646
| -8% | -$744K | 0.16% | 151 |
|
|
2022
Q4 | $11.4M | Sell |
261,102
-6,451
| -2% | -$281K | 0.23% | 96 |
|
|
2022
Q3 | $10.8M | Buy |
267,553
+27,754
| +12% | +$1.12M | 0.24% | 92 |
|
|
2022
Q2 | $11M | Sell |
239,799
-8,685
| -3% | -$400K | 0.23% | 94 |
|
|
2022
Q1 | $13.2M | Sell |
248,484
-5,051
| -2% | -$268K | 0.23% | 94 |
|
|
2021
Q4 | $14.2M | Sell |
253,535
-1,062
| -0.4% | -$59.7K | 0.25% | 87 |
|
|
2021
Q3 | $15.1M | Buy |
254,597
+22,373
| +10% | +$1.33M | 0.27% | 73 |
|
|
2021
Q2 | $13.2M | Buy |
232,224
+23,431
| +11% | +$1.33M | 0.26% | 84 |
|
|
2021
Q1 | $11.5M | Buy |
208,793
+51,664
| +33% | +$2.86M | 0.26% | 87 |
|
|
2020
Q4 | $7.32M | Buy |
157,129
+66,298
| +73% | +$3.09M | 0.18% | 137 |
|
|
2020
Q3 | $3.26M | Buy |
90,831
+18,368
| +25% | +$658K | 0.1% | 233 |
|
|
2020
Q2 | $2.67M | Buy |
+72,463
| New | +$2.67M | 0.09% | 256 |
|
|
2020
Q1 | – | Sell |
-54,616
| Closed | -$3.24M | – | 1161 |
|
|
2019
Q4 | $3.24M | Buy |
54,616
+26,862
| +97% | +$1.59M | 0.09% | 202 |
|
|
2019
Q3 | $1.54M | Buy |
27,754
+237
| +0.9% | +$13.1K | 0.05% | 291 |
|
|
2019
Q2 | $1.44M | Buy |
27,517
+3,889
| +16% | +$203K | 0.05% | 296 |
|
|
2019
Q1 | $1.14M | Buy |
23,628
+4,184
| +22% | +$202K | 0.05% | 321 |
|
|
2018
Q4 | $889K | Sell |
19,444
-5,749
| -23% | -$263K | 0.04% | 334 |
|
|
2018
Q3 | $1.33M | Buy |
25,193
+5,044
| +25% | +$266K | 0.05% | 325 |
|
|
2018
Q2 | $1.01M | Sell |
20,149
-432
| -2% | -$21.6K | 0.04% | 373 |
|
|
2018
Q1 | $1.04M | Buy |
20,581
+3,237
| +19% | +$163K | 0.05% | 342 |
|
|
2017
Q4 | $929K | Buy |
17,344
+4,708
| +37% | +$252K | 0.05% | 351 |
|
|
2017
Q3 | $677K | Buy |
12,636
+1,823
| +17% | +$97.7K | 0.04% | 394 |
|
|
2017
Q2 | $561K | Buy |
10,813
+388
| +4% | +$20.1K | 0.03% | 406 |
|
|
2017
Q1 | $537K | Buy |
10,425
+791
| +8% | +$40.7K | 0.04% | 379 |
|
|
2016
Q4 | $495K | Sell |
9,634
-2,987
| -24% | -$153K | 0.04% | 343 |
|
|
2016
Q3 | $541K | Buy |
12,621
+1,439
| +13% | +$61.7K | 0.05% | 298 |
|
|
2016
Q2 | $448K | Buy |
11,182
+1,029
| +10% | +$41.2K | 0.05% | 289 |
|
|
2016
Q1 | $412K | Buy |
10,153
+624
| +7% | +$25.3K | 0.05% | 296 |
|
|
2015
Q4 | $378K | Buy |
9,529
+4,372
| +85% | +$173K | 0.04% | 278 |
|
|
2015
Q3 | $212K | Buy |
5,157
+18
| +0.4% | +$740 | 0.03% | 319 |
|
|
2015
Q2 | $223K | Sell |
5,139
-3,376
| -40% | -$146K | 0.03% | 359 |
|
|
2015
Q1 | $372K | Buy |
8,515
+2,204
| +35% | +$96.3K | 0.04% | 284 |
|
|
2014
Q4 | $284K | Sell |
6,311
-747
| -11% | -$33.6K | 0.03% | 340 |
|
|
2014
Q3 | $295K | Buy |
7,058
+1,874
| +36% | +$78.3K | 0.03% | 365 |
|
|
2014
Q2 | $225K | Sell |
5,184
-457
| -8% | -$19.8K | 0.02% | 386 |
|
|
2014
Q1 | $242K | Buy |
5,641
+39
| +0.7% | +$1.67K | 0.02% | 394 |
|
|
2013
Q4 | $226K | Buy |
5,602
+27
| +0.5% | +$1.09K | 0.02% | 421 |
|
|
2013
Q3 | $204K | Sell |
5,575
-85
| -2% | -$3.11K | 0.02% | 432 |
|
|
2013
Q2 | $205K | Buy |
+5,660
| New | +$205K | 0.03% | 383 |
|