Center for Financial Planning’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 | $468K | Buy |
10,353
+860
| +9% | +$38.9K | 0.05% | 105 |
|
|
2025
Q1 | $401K | Buy |
9,493
+464
| +5% | +$19.6K | 0.05% | 110 |
|
|
2024
Q4 | $432K | Hold |
9,029
| – | – | 0.06% | 98 |
|
|
2024
Q3 | $413K | Hold |
9,029
| – | – | 0.06% | 103 |
|
|
2024
Q2 | $358K | Sell |
9,029
-67
| -0.7% | -$2.66K | 0.05% | 107 |
|
|
2024
Q1 | $407K | Buy |
9,096
+67
| +0.7% | +$3K | 0.06% | 102 |
|
|
2023
Q4 | $391K | Hold |
9,029
| – | – | 0.07% | 99 |
|
|
2023
Q3 | $299K | Hold |
9,029
| – | – | 0.06% | 104 |
|
|
2023
Q2 | $298K | Buy |
9,029
+166
| +2% | +$5.49K | 0.06% | 107 |
|
|
2023
Q1 | $320K | Buy |
8,863
+888
| +11% | +$32K | 0.07% | 104 |
|
|
2022
Q4 | $348K | Hold |
7,975
| – | – | 0.08% | 96 |
|
|
2022
Q3 | $322K | Hold |
7,975
| – | – | 0.09% | 91 |
|
|
2022
Q2 | $367K | Hold |
7,975
| – | – | 0.09% | 87 |
|
|
2022
Q1 | $424K | Hold |
7,975
| – | – | 0.09% | 88 |
|
|
2021
Q4 | $448K | Hold |
7,975
| – | – | 0.09% | 88 |
|
|
2021
Q3 | $474K | Buy |
7,975
+857
| +12% | +$50.9K | 0.12% | 81 |
|
|
2021
Q2 | $406K | Hold |
7,118
| – | – | 0.1% | 87 |
|
|
2021
Q1 | $394K | Hold |
7,118
| – | – | 0.1% | 88 |
|
|
2020
Q4 | $332K | Hold |
7,118
| – | – | 0.09% | 89 |
|
|
2020
Q3 | $255K | Sell |
7,118
-534
| -7% | -$19.1K | 0.08% | 97 |
|
|
2020
Q2 | $282K | Sell |
7,652
-341
| -4% | -$12.6K | 0.1% | 90 |
|
|
2020
Q1 | $275K | Buy |
7,993
+225
| +3% | +$7.74K | 0.09% | 88 |
|
|
2019
Q4 | $461K | Buy |
+7,768
| New | +$461K | 0.12% | 76 |
|