B. Riley Wealth Advisors’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 | $1.24M | Buy |
+27,332
| New | +$1.24M | 0.06% | 296 |
|
|
2024
Q4 | $1.41M | Sell |
29,213
-7,774
| -21% | -$376K | 0.05% | 356 |
|
|
2024
Q3 | $1.69M | Buy |
36,987
+488
| +1% | +$22.3K | 0.05% | 357 |
|
|
2024
Q2 | $1.47M | Sell |
36,499
-19,521
| -35% | -$785K | 0.04% | 426 |
|
|
2024
Q1 | $1.88M | Buy |
56,020
+8,176
| +17% | +$274K | 0.05% | 373 |
|
|
2023
Q4 | $2.09M | Sell |
47,844
-8,176
| -15% | -$358K | 0.06% | 347 |
|
|
2023
Q3 | $1.88M | Buy |
56,020
+20,524
| +58% | +$688K | 0.05% | 373 |
|
|
2023
Q2 | $1.19M | Sell |
35,496
-7,455
| -17% | -$249K | 0.03% | 509 |
|
|
2023
Q1 | $1.56M | Sell |
42,951
-898
| -2% | -$32.7K | 0.04% | 417 |
|
|
2022
Q4 | $1.93M | Buy |
43,849
+13,024
| +42% | +$573K | 0.05% | 342 |
|
|
2022
Q3 | $1.24M | Buy |
30,825
+4,761
| +18% | +$192K | 0.04% | 440 |
|
|
2022
Q2 | $1.2M | Sell |
26,064
-3,144
| -11% | -$145K | 0.05% | 357 |
|
|
2022
Q1 | $1.55M | Sell |
29,208
-11,431
| -28% | -$608K | 0.05% | 356 |
|
|
2021
Q4 | $2.28M | Buy |
40,639
+5,327
| +15% | +$299K | 0.07% | 323 |
|
|
2021
Q3 | $2.09M | Buy |
35,312
+2,245
| +7% | +$133K | 0.07% | 321 |
|
|
2021
Q2 | $1.88M | Buy |
33,067
+4,561
| +16% | +$259K | 0.06% | 353 |
|
|
2021
Q1 | $1.54M | Buy |
28,506
+2,539
| +10% | +$137K | 0.05% | 373 |
|
|
2020
Q4 | $1.21M | Sell |
25,967
-14,017
| -35% | -$654K | 0.06% | 283 |
|
|
2020
Q3 | $1.44M | Buy |
39,984
+3,553
| +10% | +$128K | 0.08% | 255 |
|
|
2020
Q2 | $1.34M | Sell |
36,431
-8,582
| -19% | -$316K | 0.09% | 227 |
|
|
2020
Q1 | $1.55M | Buy |
45,013
+25,960
| +136% | +$895K | 0.13% | 162 |
|
|
2019
Q4 | $1.13M | Buy |
19,053
+5,951
| +45% | +$353K | 0.1% | 224 |
|
|
2019
Q3 | $726K | Buy |
13,102
+4,924
| +60% | +$273K | 0.07% | 290 |
|
|
2019
Q2 | $430K | Buy |
8,178
+3,431
| +72% | +$180K | 0.05% | 432 |
|
|
2019
Q1 | $230K | Sell |
4,747
-69
| -1% | -$3.34K | 0.03% | 601 |
|
|
2018
Q4 | $221K | Sell |
4,816
-216
| -4% | -$9.91K | 0.03% | 552 |
|
|
2018
Q3 | $267K | Buy |
5,032
+172
| +4% | +$9.13K | 0.03% | 539 |
|
|
2018
Q2 | $244K | Sell |
4,860
-973
| -17% | -$48.9K | 0.03% | 546 |
|
|
2018
Q1 | $296K | Buy |
5,833
+462
| +9% | +$23.4K | 0.04% | 464 |
|
|
2017
Q4 | $289K | Buy |
5,371
+138
| +3% | +$7.43K | 0.04% | 463 |
|
|
2017
Q3 | $282K | Sell |
5,233
-152
| -3% | -$8.19K | 0.05% | 394 |
|
|
2017
Q2 | $281K | Hold |
5,385
| – | – | 0.05% | 382 |
|
|
2017
Q1 | $279K | Buy |
5,385
+491
| +10% | +$25.4K | 0.06% | 362 |
|
|
2016
Q4 | $253K | Sell |
4,894
-515
| -10% | -$26.6K | 0.05% | 388 |
|
|
2016
Q3 | $233K | Sell |
5,409
-544
| -9% | -$23.4K | 0.05% | 494 |
|
|
2016
Q2 | $241K | Buy |
5,953
+818
| +16% | +$33.1K | 0.05% | 475 |
|
|
2016
Q1 | $209K | Sell |
5,135
-376
| -7% | -$15.3K | 0.05% | 465 |
|
|
2015
Q4 | $236K | Buy |
5,511
+126
| +2% | +$5.4K | 0.05% | 438 |
|
|
2015
Q3 | $222K | Buy |
+5,385
| New | +$222K | 0.05% | 443 |
|
|
2015
Q1 | – | Sell |
-3,662
| Closed | -$165 | – | 1909 |
|
|
2014
Q4 | $165 | Buy |
+3,662
| New | +$165 | ﹤0.01% | 1474 |
|
|
2014
Q3 | – | Sell |
-3,434
| Closed | -$149K | – | 1823 |
|
|
2014
Q2 | $149K | Sell |
3,434
-214
| -6% | -$9.27K | 0.03% | 563 |
|
|
2014
Q1 | $156K | Buy |
3,648
+908
| +33% | +$38.8K | 0.05% | 469 |
|
|
2013
Q4 | $111K | Buy |
2,740
+300
| +12% | +$12.2K | 0.04% | 529 |
|
|
2013
Q3 | $89K | Sell |
2,440
-582
| -19% | -$21.2K | 0.03% | 573 |
|
|
2013
Q2 | $109K | Buy |
+3,022
| New | +$109K | 0.04% | 523 |
|