Centennial Wealth Advisory’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 | $658K | Sell |
14,547
-632
| -4% | -$28.6K | 0.21% | 66 |
|
|
2025
Q1 | $641K | Buy |
15,179
+2,809
| +23% | +$119K | 0.23% | 55 |
|
|
2024
Q4 | $592K | Buy |
12,370
+908
| +8% | +$43.4K | 0.23% | 53 |
|
|
2024
Q3 | $524K | Buy |
11,462
+542
| +5% | +$24.8K | 0.2% | 57 |
|
|
2024
Q2 | $434K | Buy |
10,920
+754
| +7% | +$29.9K | 0.19% | 65 |
|
|
2024
Q1 | $454K | Buy |
10,166
+38
| +0.4% | +$1.7K | 0.21% | 68 |
|
|
2023
Q4 | $438K | Sell |
10,128
-135
| -1% | -$5.84K | 0.22% | 67 |
|
|
2023
Q3 | $339K | Sell |
10,263
-677
| -6% | -$22.4K | 0.18% | 85 |
|
|
2023
Q2 | $361K | Sell |
10,940
-5,262
| -32% | -$174K | 0.19% | 77 |
|
|
2023
Q1 | $584K | Buy |
16,202
+1,008
| +7% | +$36.3K | 0.31% | 51 |
|
|
2022
Q4 | $663K | Buy |
15,194
+2,034
| +15% | +$88.7K | 0.37% | 44 |
|
|
2022
Q3 | $531K | Buy |
+13,160
| New | +$531K | 0.31% | 43 |
|