Bellwether 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 | $89.6K | Hold |
1,981
| – | – | 0.02% | 181 |
|
|
2025
Q1 | $83.6K | Hold |
1,981
| – | – | 0.02% | 188 |
|
|
2024
Q4 | $94.8K | Buy |
+1,981
| New | +$94.8K | 0.02% | 190 |
|
|
2023
Q2 | – | Sell |
-1,981
| Closed | -$71.4K | – | 447 |
|
|
2023
Q1 | $71.4K | Hold |
1,981
| – | – | 0.02% | 169 |
|
|
2022
Q4 | $86.4K | Sell |
1,981
-291
| -13% | -$12.7K | 0.03% | 161 |
|
|
2022
Q3 | $91K | Sell |
2,272
-925
| -29% | -$37K | 0.03% | 127 |
|
|
2022
Q2 | $147K | Sell |
3,197
-165
| -5% | -$7.59K | 0.05% | 122 |
|
|
2022
Q1 | $178K | Hold |
3,362
| – | – | 0.05% | 137 |
|
|
2021
Q4 | $188K | Hold |
3,362
| – | – | 0.06% | 125 |
|
|
2021
Q3 | $199K | Buy |
3,362
+736
| +28% | +$43.6K | 0.07% | 146 |
|
|
2021
Q2 | $149K | Hold |
2,626
| – | – | 0.05% | 138 |
|
|
2021
Q1 | $145K | Buy |
2,626
+206
| +9% | +$11.4K | 0.06% | 124 |
|
|
2020
Q4 | $112K | Buy |
+2,420
| New | +$112K | 0.05% | 124 |
|