B. Riley Wealth Advisors’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 | $920K | Sell |
|
|||||
|
2025
Q2 | $1.24M | Buy |
|
|||||
|
2024
Q4 | $1.41M | Sell |
|
|||||
|
2024
Q3 | $1.69M | Buy |
|
|||||
|
2024
Q2 | $1.47M | Sell |
|
|||||
|
2024
Q1 | $1.88M | Buy |
|
|||||
|
2023
Q4 | $2.09M | Sell |
|
|||||
|
2023
Q3 | $1.88M | Buy |
|
|||||
|
2023
Q2 | $1.19M | Sell |
|
|||||
|
2023
Q1 | $1.56M | Sell |
|
|||||
|
2022
Q4 | $1.93M | Buy |
|
|||||
|
2022
Q3 | $1.24M | Buy |
|
|||||
|
2022
Q2 | $1.2M | Sell |
|
|||||
|
2022
Q1 | $1.55M | Sell |
|
|||||
|
2021
Q4 | $2.28M | Buy |
|
|||||
|
2021
Q3 | $2.09M | Buy |
|
|||||
|
2021
Q2 | $1.88M | Buy |
|
|||||
|
2021
Q1 | $1.54M | Buy |
|
|||||
|
2020
Q4 | $1.21M | Sell |
|
|||||
|
2020
Q3 | $1.44M | Buy |
|
|||||
|
2020
Q2 | $1.34M | Sell |
|
|||||
|
2020
Q1 | $1.55M | Buy |
|
|||||
|
2019
Q4 | $1.13M | Buy |
|
|||||
|
2019
Q3 | $726K | Buy |
|
|||||
|
2019
Q2 | $430K | Buy |
|
|||||
|
2019
Q1 | $230K | Sell |
|
|||||
|
2018
Q4 | $221K | Sell |
|
|||||
|
2018
Q3 | $267K | Buy |
|
|||||
|
2018
Q2 | $244K | Sell |
|
|||||
|
2018
Q1 | $296K | Buy |
|
|||||
|
2017
Q4 | $289K | Buy |
|
|||||
|
2017
Q3 | $282K | Sell |
|
|||||
|
2017
Q2 | $281K | Hold |
|
|||||
|
2017
Q1 | $279K | Buy |
|
|||||
|
2016
Q4 | $253K | Sell |
|
|||||
|
2016
Q3 | $233K | Sell |
|
|||||
|
2016
Q2 | $241K | Buy |
|
|||||
|
2016
Q1 | $209K | Sell |
|
|||||
|
2015
Q4 | $236K | Buy |
|
|||||
|
2015
Q3 | $222K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $165 | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $149K | Sell |
|
|||||
|
2014
Q1 | $156K | Buy |
|
|||||
|
2013
Q4 | $111K | Buy |
|
|||||
|
2013
Q3 | $89K | Sell |
|
|||||
|
2013
Q2 | $109K | Buy |
|