Capital Advisors Wealth 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 | $814K | Sell |
17,995
-5,830
| -24% | -$264K | 0.13% | 81 |
|
|
2025
Q1 | $1.01M | Sell |
23,825
-3,277
| -12% | -$138K | 0.18% | 66 |
|
|
2024
Q4 | $1.3M | Buy |
27,102
+655
| +2% | +$31.3K | 0.23% | 59 |
|
|
2024
Q3 | $1.21M | Sell |
26,447
-960
| -4% | -$43.9K | 0.22% | 55 |
|
|
2024
Q2 | $1.09M | Sell |
27,407
-1,703
| -6% | -$67.6K | 0.22% | 56 |
|
|
2024
Q1 | $1.3M | Buy |
29,110
+1,924
| +7% | +$86K | 0.27% | 50 |
|
|
2023
Q4 | $1.18M | Buy |
27,186
+842
| +3% | +$36.4K | 0.27% | 49 |
|
|
2023
Q3 | $871K | Sell |
26,344
-3,283
| -11% | -$109K | 0.23% | 60 |
|
|
2023
Q2 | $979K | Buy |
29,627
+11,533
| +64% | +$381K | 0.25% | 55 |
|
|
2023
Q1 | $652K | Buy |
18,094
+2,762
| +18% | +$99.6K | 0.18% | 68 |
|
|
2022
Q4 | $669K | Buy |
15,332
+3,880
| +34% | +$169K | 0.2% | 62 |
|
|
2022
Q3 | $462K | Buy |
+11,452
| New | +$462K | 0.15% | 70 |
|
|
2021
Q4 | – | Sell |
-4,588
| Closed | -$273K | – | 123 |
|
|
2021
Q3 | $273K | Buy |
4,588
+17
| +0.4% | +$1.01K | 0.1% | 85 |
|
|
2021
Q2 | $260K | Buy |
4,571
+248
| +6% | +$14.1K | 0.1% | 78 |
|
|
2021
Q1 | $239K | Buy |
+4,323
| New | +$239K | 0.1% | 84 |
|