Avantax Planning Partners’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
Q3 | $4.36M | Buy |
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|
2025
Q2 | $3.89M | Buy |
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|
2025
Q1 | $3.46M | Sell |
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|
2024
Q4 | $4.86M | Sell |
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|
2024
Q3 | $4.65M | Sell |
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|
2024
Q2 | $5.32M | Sell |
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|
2024
Q1 | $6.1M | Buy |
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|
2023
Q4 | $3.56M | Sell |
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|
2023
Q3 | $2.82M | Sell |
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|
2023
Q2 | $3.18M | Buy |
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|
2023
Q1 | $3.36M | Buy |
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|
2022
Q4 | $3.91M | Buy |
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|
2022
Q3 | $3.6M | Buy |
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|
2022
Q2 | $3.89M | Buy |
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|
2022
Q1 | $3.98M | Buy |
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|
2021
Q4 | $4.03M | Buy |
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|
2021
Q3 | $4.17M | Buy |
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|
2021
Q2 | $3.17M | Buy |
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|
2021
Q1 | $2.31M | Buy |
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|
2020
Q4 | $1.5M | Sell |
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|
2020
Q3 | $1.17M | Sell |
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|
2020
Q2 | $1.26M | Sell |
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|
2020
Q1 | $1.25M | Sell |
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|
2019
Q4 | $2.56M | Sell |
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|
2019
Q3 | $2.41M | Buy |
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|
2019
Q2 | $2.23M | Buy |
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|
2019
Q1 | $2M | Buy |
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|
2018
Q4 | $1.84M | Sell |
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|
2018
Q3 | $2.16M | Buy |
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|
2018
Q2 | $1.89M | Sell |
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|
2018
Q1 | $1.96M | Buy |
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|
2017
Q4 | $2.07M | Sell |
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|
2017
Q3 | $2.75M | Sell |
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|
2017
Q2 | $2.92M | Buy |
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|
2017
Q1 | $2.56M | Sell |
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|
2016
Q4 | $2.64M | Buy |
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