Boston Family Office’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 | $226K | Hold |
4,995
| – | – | 0.02% | 271 |
|
|
2025
Q1 | $211K | Hold |
4,995
| – | – | 0.01% | 271 |
|
|
2024
Q4 | $239K | Hold |
4,995
| – | – | 0.02% | 252 |
|
|
2024
Q3 | $228K | Sell |
4,995
-111
| -2% | -$5.07K | 0.02% | 260 |
|
|
2024
Q2 | $203K | Buy |
5,106
+434
| +9% | +$17.3K | 0.01% | 260 |
|
|
2024
Q1 | $209K | Sell |
4,672
-2,144
| -31% | -$95.9K | 0.02% | 251 |
|
|
2023
Q4 | $295K | Buy |
6,816
+493
| +8% | +$21.3K | 0.02% | 224 |
|
|
2023
Q3 | $209K | Buy |
6,323
+129
| +2% | +$4.26K | 0.02% | 245 |
|
|
2023
Q2 | $204K | Sell |
6,194
-400
| -6% | -$13.2K | 0.02% | 251 |
|
|
2023
Q1 | $238K | Sell |
6,594
-459
| -7% | -$16.6K | 0.02% | 238 |
|
|
2022
Q4 | $308K | Sell |
7,053
-537
| -7% | -$23.5K | 0.03% | 227 |
|
|
2022
Q3 | $306K | Hold |
7,590
| – | – | 0.03% | 225 |
|
|
2022
Q2 | $349K | Hold |
7,590
| – | – | 0.03% | 221 |
|
|
2022
Q1 | $403K | Hold |
7,590
| – | – | 0.03% | 223 |
|
|
2021
Q4 | $426K | Buy |
7,590
+276
| +4% | +$15.5K | 0.03% | 224 |
|
|
2021
Q3 | $435K | Hold |
7,314
| – | – | 0.03% | 216 |
|
|
2021
Q2 | $417K | Hold |
7,314
| – | – | 0.03% | 217 |
|
|
2021
Q1 | $404K | Buy |
7,314
+472
| +7% | +$26.1K | 0.03% | 216 |
|
|
2020
Q4 | $319K | Buy |
+6,842
| New | +$319K | 0.02% | 228 |
|
|
2020
Q1 | – | Sell |
-3,481
| Closed | -$206K | – | 250 |
|
|
2019
Q4 | $206K | Buy |
+3,481
| New | +$206K | 0.02% | 248 |
|