Avestar Capital’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 | $236K | Sell |
5,164
-1,800
| -26% | -$82.4K | 0.02% | 387 |
|
|
2025
Q1 | $294K | Sell |
6,964
-1,720
| -20% | -$72.6K | 0.03% | 334 |
|
|
2024
Q4 | $416K | Sell |
8,684
-4,598
| -35% | -$220K | 0.04% | 290 |
|
|
2024
Q3 | $607K | Buy |
13,282
+4,073
| +44% | +$186K | 0.06% | 216 |
|
|
2024
Q2 | $366K | Sell |
9,209
-15,264
| -62% | -$606K | 0.04% | 273 |
|
|
2024
Q1 | $1.09M | Buy |
24,473
+13,622
| +126% | +$609K | 0.11% | 129 |
|
|
2023
Q4 | $475K | Sell |
10,851
-8,013
| -42% | -$351K | 0.05% | 184 |
|
|
2023
Q3 | $624K | Sell |
18,864
-909
| -5% | -$30.1K | 0.09% | 133 |
|
|
2023
Q2 | $653K | Buy |
19,773
+1,367
| +7% | +$45.2K | 0.1% | 106 |
|
|
2023
Q1 | $672K | Sell |
18,406
-4,465
| -20% | -$163K | 0.12% | 102 |
|
|
2022
Q4 | $997K | Buy |
22,871
+582
| +3% | +$25.4K | 0.18% | 66 |
|
|
2022
Q3 | $899K | Buy |
22,289
+8,788
| +65% | +$354K | 0.23% | 61 |
|
|
2022
Q2 | $621K | Buy |
13,501
+7,277
| +117% | +$335K | 0.15% | 86 |
|
|
2022
Q1 | $334K | Buy |
6,224
+1,393
| +29% | +$74.8K | 0.05% | 251 |
|
|
2021
Q4 | $274K | Buy |
+4,831
| New | +$274K | 0.03% | 284 |
|
|
2019
Q3 | – | Sell |
-944
| Closed | -$46K | – | 806 |
|
|
2019
Q2 | $46K | Buy |
944
+70
| +8% | +$3.41K | 0.03% | 305 |
|
|
2019
Q1 | $39K | Buy |
874
+64
| +8% | +$2.86K | 0.03% | 313 |
|
|
2018
Q4 | $34K | Buy |
810
+162
| +25% | +$6.8K | 0.02% | 290 |
|
|
2018
Q3 | $31K | Buy |
648
+181
| +39% | +$8.66K | 0.02% | 318 |
|
|
2018
Q2 | $19K | Buy |
467
+267
| +134% | +$10.9K | 0.01% | 370 |
|
|
2018
Q1 | $10K | Hold |
200
| – | – | 0.01% | 430 |
|
|
2017
Q4 | $10K | Buy |
+200
| New | +$10K | 0.01% | 451 |
|