Checchi Capital Advisers’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
$486K Sell
10,747
-883
-8% -$40K 0.03% 338
2025
Q1
$491K Buy
11,630
+947
+9% +$40K 0.03% 333
2024
Q4
$511K Buy
10,683
+311
+3% +$14.9K 0.03% 314
2024
Q3
$474K Buy
10,372
+287
+3% +$13.1K 0.03% 340
2024
Q2
$400K Sell
10,085
-77
-0.8% -$3.06K 0.02% 370
2024
Q1
$454K Buy
10,162
+100
+1% +$4.47K 0.04% 343
2023
Q4
$435K Buy
10,062
+599
+6% +$25.9K 0.04% 335
2023
Q3
$313K Sell
9,463
-536
-5% -$17.7K 0.03% 390
2023
Q2
$330K Sell
9,999
-869
-8% -$28.7K 0.03% 397
2023
Q1
$392K Sell
10,868
-2,109
-16% -$76K 0.04% 346
2022
Q4
$566K Buy
12,977
+498
+4% +$21.7K 0.06% 245
2022
Q3
$503K Buy
12,479
+734
+6% +$29.6K 0.05% 262
2022
Q2
$554K Buy
11,745
+255
+2% +$12K 0.05% 265
2022
Q1
$611K Buy
11,490
+1,232
+12% +$65.5K 0.05% 228
2021
Q4
$576K Buy
10,258
+184
+2% +$10.3K 0.05% 229
2021
Q3
$599K Sell
10,074
-153
-1% -$9.1K 0.06% 204
2021
Q2
$583K Buy
10,227
+301
+3% +$17.2K 0.06% 218
2021
Q1
$549K Buy
9,926
+284
+3% +$15.7K 0.05% 222
2020
Q4
$449K Sell
9,642
-1,011
-9% -$47.1K 0.05% 248
2020
Q3
$382K Sell
10,653
-109
-1% -$3.91K 0.04% 245
2020
Q2
$396K Sell
10,762
-221
-2% -$8.13K 0.05% 235
2020
Q1
$378K Sell
10,983
-5,416
-33% -$186K 0.04% 204
2019
Q4
$972K Sell
16,399
-23
-0.1% -$1.36K 0.13% 109
2019
Q3
$909K Sell
16,422
-626
-4% -$34.7K 0.12% 105
2019
Q2
$893K Sell
17,048
-371
-2% -$19.4K 0.11% 112
2019
Q1
$839K Sell
17,419
-418
-2% -$20.1K 0.1% 109
2018
Q4
$815K Sell
17,837
-2,147
-11% -$98.1K 0.11% 105
2018
Q3
$1.06M Buy
19,984
+1,907
+11% +$101K 0.12% 104
2018
Q2
$904K Buy
18,077
+383
+2% +$19.2K 0.11% 112
2018
Q1
$894K Buy
17,694
+487
+3% +$24.6K 0.12% 108
2017
Q4
$922K Buy
17,207
+3,602
+26% +$193K 0.12% 96
2017
Q3
$729K Buy
13,605
+346
+3% +$18.5K 0.07% 116
2017
Q2
$688K Sell
13,259
-950
-7% -$49.3K 0.07% 124
2017
Q1
$732K Sell
14,209
-1,950
-12% -$100K 0.08% 118
2016
Q4
$830K Buy
16,159
+864
+6% +$44.4K 0.11% 103
2016
Q3
$656K Buy
15,295
+639
+4% +$27.4K 0.07% 124
2016
Q2
$591K Sell
14,656
-657
-4% -$26.5K 0.07% 125
2016
Q1
$622K Buy
15,313
+892
+6% +$36.2K 0.14% 115
2015
Q4
$615K Buy
14,421
+711
+5% +$30.3K 0.16% 122
2015
Q3
$562K Buy
13,710
+456
+3% +$18.7K 0.15% 124
2015
Q2
$575K Buy
13,254
+557
+4% +$24.2K 0.15% 122
2015
Q1
$554K Sell
12,697
-94
-0.7% -$4.1K 0.16% 121
2014
Q4
$575K Buy
12,791
+3,036
+31% +$136K 0.22% 104
2014
Q3
$408K Buy
9,755
+2,828
+41% +$118K 0.17% 117
2014
Q2
$300K Buy
6,927
+1,063
+18% +$46K 0.14% 143
2014
Q1
$251K Buy
+5,864
New +$251K 0.15% 132