Avantax Advisory Services’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 | $6.93M | Buy |
153,221
+5,471
| +4% | +$248K | 0.04% | 350 |
|
|
2025
Q1 | $6.24M | Buy |
147,750
+6,345
| +4% | +$268K | 0.04% | 348 |
|
|
2024
Q4 | $6.76M | Sell |
141,405
-13,111
| -8% | -$627K | 0.04% | 316 |
|
|
2024
Q3 | $7.07M | Buy |
154,516
+8,716
| +6% | +$399K | 0.05% | 310 |
|
|
2024
Q2 | $5.79M | Buy |
145,800
+40,522
| +38% | +$1.61M | 0.04% | 332 |
|
|
2024
Q1 | $4.71M | Sell |
105,278
-2,682
| -2% | -$120K | 0.04% | 319 |
|
|
2023
Q4 | $4.67M | Buy |
107,960
+7,829
| +8% | +$339K | 0.05% | 294 |
|
|
2023
Q3 | $3.31M | Buy |
100,131
+15,260
| +18% | +$504K | 0.04% | 337 |
|
|
2023
Q2 | $2.8M | Buy |
84,871
+21,232
| +33% | +$702K | 0.03% | 369 |
|
|
2023
Q1 | $2.29M | Buy |
63,639
+11,560
| +22% | +$417K | 0.03% | 405 |
|
|
2022
Q4 | $2.27M | Buy |
52,079
+5,277
| +11% | +$230K | 0.03% | 382 |
|
|
2022
Q3 | $1.89M | Buy |
46,802
+5,753
| +14% | +$232K | 0.03% | 390 |
|
|
2022
Q2 | $1.89M | Buy |
41,049
+6,333
| +18% | +$291K | 0.03% | 390 |
|
|
2022
Q1 | $1.84M | Buy |
34,716
+3,715
| +12% | +$197K | 0.03% | 394 |
|
|
2021
Q4 | $1.74M | Buy |
31,001
+2,072
| +7% | +$116K | 0.03% | 390 |
|
|
2021
Q3 | $1.72M | Sell |
28,929
-6,297
| -18% | -$374K | 0.03% | 371 |
|
|
2021
Q2 | $2.01M | Buy |
35,226
+771
| +2% | +$43.9K | 0.04% | 323 |
|
|
2021
Q1 | $1.91M | Buy |
34,455
+3,096
| +10% | +$172K | 0.04% | 295 |
|
|
2020
Q4 | $1.47M | Sell |
31,359
-19,647
| -39% | -$918K | 0.03% | 320 |
|
|
2020
Q3 | $1.84M | Buy |
51,006
+20,811
| +69% | +$750K | 0.03% | 379 |
|
|
2020
Q2 | $1.11M | Buy |
30,195
+2,583
| +9% | +$95.1K | 0.03% | 321 |
|
|
2020
Q1 | $950K | Buy |
27,612
+10,226
| +59% | +$352K | 0.03% | 313 |
|
|
2019
Q4 | $1.03M | Buy |
17,386
+813
| +5% | +$48K | 0.02% | 332 |
|
|
2019
Q3 | $921K | Buy |
16,573
+742
| +5% | +$41.2K | 0.04% | 225 |
|
|
2019
Q2 | $830K | Buy |
15,831
+334
| +2% | +$17.5K | 0.04% | 219 |
|
|
2019
Q1 | $747K | Buy |
15,497
+442
| +3% | +$21.3K | 0.04% | 222 |
|
|
2018
Q4 | $693K | Buy |
+15,055
| New | +$693K | 0.12% | 175 |
|