Cahill Financial 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 | $1.21M | Sell |
26,831
-894
| -3% | -$40.5K | 0.15% | 101 |
|
|
2025
Q1 | $1.17M | Buy |
27,725
+4,633
| +20% | +$196K | 0.16% | 100 |
|
|
2024
Q4 | $1.1M | Buy |
23,092
+4,476
| +24% | +$214K | 0.15% | 112 |
|
|
2024
Q3 | $851K | Buy |
18,616
+5,092
| +38% | +$233K | 0.12% | 125 |
|
|
2024
Q2 | $537K | Sell |
13,524
-3,377
| -20% | -$134K | 0.07% | 168 |
|
|
2024
Q1 | $755K | Buy |
16,901
+6,949
| +70% | +$311K | 0.1% | 146 |
|
|
2023
Q4 | $431K | Buy |
9,952
+1,393
| +16% | +$60.3K | 0.06% | 171 |
|
|
2023
Q3 | $283K | Buy |
8,559
+21
| +0.2% | +$694 | 0.05% | 202 |
|
|
2023
Q2 | $282K | Sell |
8,538
-157
| -2% | -$5.19K | 0.05% | 202 |
|
|
2023
Q1 | $313K | Buy |
+8,695
| New | +$313K | 0.06% | 188 |
|
|
2022
Q2 | – | Sell |
-4,082
| Closed | -$217K | – | 223 |
|
|
2022
Q1 | $217K | Sell |
4,082
-265
| -6% | -$14.1K | 0.04% | 213 |
|
|
2021
Q4 | $244K | Sell |
4,347
-130
| -3% | -$7.3K | 0.05% | 204 |
|
|
2021
Q3 | $266K | Buy |
4,477
+28
| +0.6% | +$1.66K | 0.05% | 197 |
|
|
2021
Q2 | $254K | Buy |
4,449
+312
| +8% | +$17.8K | 0.06% | 188 |
|
|
2021
Q1 | $229K | Sell |
4,137
-2,969
| -42% | -$164K | 0.06% | 189 |
|
|
2020
Q4 | $331K | Buy |
+7,106
| New | +$331K | 0.08% | 157 |
|
|
2020
Q3 | – | Sell |
-10,594
| Closed | -$391K | – | 169 |
|
|
2020
Q2 | $391K | Sell |
10,594
-906
| -8% | -$33.4K | 0.15% | 120 |
|
|
2020
Q1 | $397K | Buy |
+11,500
| New | +$397K | 0.18% | 104 |
|