Atria Wealth Solutions’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 | $1.53M | Sell |
33,126
-24,852
| -43% | -$1.15M | 0.03% | 495 |
|
|
2025
Q1 | $2.46M | Sell |
57,978
-11,182
| -16% | -$475K | 0.03% | 556 |
|
|
2024
Q4 | $3.32M | Buy |
69,160
+13,396
| +24% | +$644K | 0.04% | 474 |
|
|
2024
Q3 | $2.56M | Sell |
55,764
-3,553
| -6% | -$163K | 0.03% | 538 |
|
|
2024
Q2 | $2.37M | Sell |
59,317
-7,742
| -12% | -$309K | 0.03% | 573 |
|
|
2024
Q1 | $3.03M | Buy |
67,059
+5,815
| +9% | +$262K | 0.03% | 492 |
|
|
2023
Q4 | $2.66M | Buy |
61,244
+8,750
| +17% | +$380K | 0.03% | 508 |
|
|
2023
Q3 | $1.74M | Buy |
52,494
+2,149
| +4% | +$71.3K | 0.02% | 609 |
|
|
2023
Q2 | $1.67M | Buy |
50,345
+7,932
| +19% | +$263K | 0.02% | 629 |
|
|
2023
Q1 | $1.55M | Buy |
42,413
+2,644
| +7% | +$96.4K | 0.02% | 634 |
|
|
2022
Q4 | $1.74M | Buy |
39,769
+2,061
| +5% | +$90.1K | 0.03% | 562 |
|
|
2022
Q3 | $1.52M | Buy |
37,708
+26,708
| +243% | +$1.08M | 0.03% | 573 |
|
|
2022
Q2 | $506K | Sell |
11,000
-15,484
| -58% | -$712K | 0.01% | 942 |
|
|
2022
Q1 | $1.42M | Buy |
+26,484
| New | +$1.42M | 0.02% | 595 |
|