Boston Research & Management’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 | $4.44M | Buy |
98,039
+4,946
| +5% | +$224K | 1.06% | 45 |
|
|
2025
Q1 | $3.93M | Sell |
93,093
-1,448
| -2% | -$61.1K | 0.98% | 50 |
|
|
2024
Q4 | $4.52M | Buy |
94,541
+1,530
| +2% | +$73.2K | 1.11% | 42 |
|
|
2024
Q3 | $4.25M | Buy |
93,011
+2,480
| +3% | +$113K | 1% | 46 |
|
|
2024
Q2 | $3.59M | Buy |
90,531
+2,290
| +3% | +$90.9K | 0.91% | 52 |
|
|
2024
Q1 | $3.94M | Buy |
88,241
+2,345
| +3% | +$105K | 0.97% | 49 |
|
|
2023
Q4 | $3.72M | Buy |
85,896
+5,197
| +6% | +$225K | 0.99% | 48 |
|
|
2023
Q3 | $2.67M | Buy |
80,699
+5,171
| +7% | +$171K | 0.79% | 53 |
|
|
2023
Q2 | $2.5M | Buy |
75,528
+13,040
| +21% | +$431K | 0.71% | 56 |
|
|
2023
Q1 | $2.25M | Buy |
62,488
+16,862
| +37% | +$608K | 0.67% | 55 |
|
|
2022
Q4 | $1.99M | Buy |
45,626
+2,695
| +6% | +$117K | 0.62% | 60 |
|
|
2022
Q3 | $1.73M | Sell |
42,931
-1,360
| -3% | -$54.8K | 0.59% | 60 |
|
|
2022
Q2 | $2.04M | Hold |
44,291
| – | – | 0.66% | 56 |
|
|
2022
Q1 | $2.35M | Sell |
44,291
-1,250
| -3% | -$66.4K | 0.68% | 55 |
|
|
2021
Q4 | $2.56M | Hold |
45,541
| – | – | 0.7% | 53 |
|
|
2021
Q3 | $2.71M | Sell |
45,541
-860
| -2% | -$51.1K | 0.81% | 51 |
|
|
2021
Q2 | $2.64M | Sell |
46,401
-365
| -0.8% | -$20.8K | 0.8% | 52 |
|
|
2021
Q1 | $2.59M | Sell |
46,766
-840
| -2% | -$46.4K | 0.83% | 48 |
|
|
2020
Q4 | $2.22M | Sell |
47,606
-1,750
| -4% | -$81.5K | 0.77% | 49 |
|
|
2020
Q3 | $1.77M | Sell |
49,356
-7,917
| -14% | -$284K | 0.69% | 50 |
|
|
2020
Q2 | $2.11M | Buy |
57,273
+3,536
| +7% | +$130K | 0.88% | 45 |
|
|
2020
Q1 | $1.85M | Sell |
53,737
-13,108
| -20% | -$452K | 0.93% | 41 |
|
|
2019
Q4 | $3.96M | Sell |
66,845
-150
| -0.2% | -$8.89K | 1.49% | 37 |
|
|
2019
Q3 | $3.71M | Buy |
66,995
+3,095
| +5% | +$171K | 1.47% | 38 |
|
|
2019
Q2 | $3.35M | Buy |
63,900
+5,660
| +10% | +$297K | 1.35% | 40 |
|
|
2019
Q1 | $2.81M | Buy |
58,240
+6,205
| +12% | +$299K | 1.17% | 43 |
|
|
2018
Q4 | $2.38M | Buy |
52,035
+80
| +0.2% | +$3.65K | 1.13% | 43 |
|
|
2018
Q3 | $2.74M | Sell |
51,955
-420
| -0.8% | -$22.2K | 1.25% | 41 |
|
|
2018
Q2 | $2.62M | Buy |
52,375
+5,095
| +11% | +$255K | 1.29% | 43 |
|
|
2018
Q1 | $2.39M | Buy |
47,280
+2,575
| +6% | +$130K | 1.22% | 42 |
|
|
2017
Q4 | $2.4M | Buy |
44,705
+35
| +0.1% | +$1.88K | 1.2% | 43 |
|
|
2017
Q3 | $2.39M | Buy |
44,670
+1,400
| +3% | +$75K | 1.22% | 44 |
|
|
2017
Q2 | $2.25M | Buy |
43,270
+80
| +0.2% | +$4.15K | 1.22% | 44 |
|
|
2017
Q1 | $2.22M | Buy |
43,190
+145
| +0.3% | +$7.47K | 1.21% | 43 |
|
|
2016
Q4 | $2.21M | Buy |
43,045
+320
| +0.7% | +$16.4K | 1.26% | 42 |
|
|
2016
Q3 | $1.83M | Buy |
42,725
+680
| +2% | +$29.2K | 1.06% | 48 |
|
|
2016
Q2 | $1.7M | Buy |
42,045
+2,210
| +6% | +$89.1K | 1.03% | 49 |
|
|
2016
Q1 | $1.62M | Buy |
39,835
+705
| +2% | +$28.6K | 1.01% | 48 |
|
|
2015
Q4 | $1.67M | Buy |
39,130
+900
| +2% | +$38.4K | 1.04% | 45 |
|
|
2015
Q3 | $1.57M | Buy |
38,230
+32,840
| +609% | +$1.35M | 1.03% | 46 |
|
|
2015
Q2 | $233K | Hold |
5,390
| – | – | 0.15% | 92 |
|
|
2015
Q1 | $235K | Hold |
5,390
| – | – | 0.15% | 93 |
|
|
2014
Q4 | $242K | Hold |
5,390
| – | – | 0.15% | 96 |
|
|
2014
Q3 | $225K | Hold |
5,390
| – | – | 0.15% | 98 |
|
|
2014
Q2 | $233K | Hold |
5,390
| – | – | 0.16% | 93 |
|
|
2014
Q1 | $231K | Hold |
5,390
| – | – | 0.17% | 89 |
|
|
2013
Q4 | $217K | Buy |
+5,390
| New | +$217K | 0.17% | 88 |
|