Choate Investment 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 | $367K | Sell |
8,103
-53
| -0.6% | -$2.4K | 0.01% | 312 |
|
|
2025
Q1 | $344K | Buy |
8,156
+279
| +4% | +$11.8K | 0.01% | 309 |
|
|
2024
Q4 | $377K | Buy |
7,877
+856
| +12% | +$40.9K | 0.01% | 300 |
|
|
2024
Q3 | $321K | Sell |
7,021
-45
| -0.6% | -$2.06K | 0.01% | 305 |
|
|
2024
Q2 | $281K | Sell |
7,066
-7
| -0.1% | -$278 | 0.01% | 315 |
|
|
2024
Q1 | $316K | Sell |
7,073
-731
| -9% | -$32.7K | 0.01% | 327 |
|
|
2023
Q4 | $338K | Sell |
7,804
-787
| -9% | -$34.1K | 0.01% | 292 |
|
|
2023
Q3 | $284K | Buy |
8,591
+461
| +6% | +$15.2K | 0.01% | 303 |
|
|
2023
Q2 | $269K | Buy |
8,130
+1,047
| +15% | +$34.6K | 0.01% | 251 |
|
|
2023
Q1 | $255K | Sell |
7,083
-50
| -0.7% | -$1.8K | 0.01% | 237 |
|
|
2022
Q4 | $311K | Sell |
7,133
-150
| -2% | -$6.54K | 0.02% | 221 |
|
|
2022
Q3 | $293K | Hold |
7,283
| – | – | 0.02% | 205 |
|
|
2022
Q2 | $335K | Sell |
7,283
-51
| -0.7% | -$2.35K | 0.02% | 203 |
|
|
2022
Q1 | $390K | Sell |
7,334
-1,704
| -19% | -$90.6K | 0.02% | 217 |
|
|
2021
Q4 | $508K | Buy |
9,038
+204
| +2% | +$11.5K | 0.03% | 183 |
|
|
2021
Q3 | $525K | Sell |
8,834
-1,151
| -12% | -$68.4K | 0.03% | 174 |
|
|
2021
Q2 | $569K | Sell |
9,985
-515
| -5% | -$29.3K | 0.03% | 168 |
|
|
2021
Q1 | $580K | Sell |
10,500
-1,190
| -10% | -$65.7K | 0.04% | 164 |
|
|
2020
Q4 | $545K | Sell |
11,690
-1,470
| -11% | -$68.5K | 0.03% | 157 |
|
|
2020
Q3 | $472K | Sell |
13,160
-1,152
| -8% | -$41.3K | 0.03% | 163 |
|
|
2020
Q2 | $527K | Sell |
14,312
-2,817
| -16% | -$104K | 0.04% | 142 |
|
|
2020
Q1 | $590K | Sell |
17,129
-937
| -5% | -$32.3K | 0.05% | 136 |
|
|
2019
Q4 | $1.07M | Sell |
18,066
-75
| -0.4% | -$4.45K | 0.07% | 108 |
|
|
2019
Q3 | $1M | Sell |
18,141
-1,632
| -8% | -$90.3K | 0.06% | 115 |
|
|
2019
Q2 | $1.04M | Sell |
19,773
-234
| -1% | -$12.3K | 0.06% | 114 |
|
|
2019
Q1 | $964K | Buy |
20,007
+135
| +0.7% | +$6.51K | 0.06% | 117 |
|
|
2018
Q4 | $908K | Sell |
19,872
-896
| -4% | -$40.9K | 0.06% | 109 |
|
|
2018
Q3 | $1.1M | Sell |
20,768
-1,370
| -6% | -$72.4K | 0.06% | 93 |
|
|
2018
Q2 | $1.11M | Sell |
22,138
-9,108
| -29% | -$455K | 0.06% | 107 |
|
|
2018
Q1 | $1.58M | Sell |
31,246
-18,085
| -37% | -$913K | 0.08% | 92 |
|
|
2017
Q4 | $2.64M | Sell |
49,331
-8,982
| -15% | -$481K | 0.14% | 73 |
|
|
2017
Q3 | $3.12M | Sell |
58,313
-1,471
| -2% | -$78.8K | 0.17% | 67 |
|
|
2017
Q2 | $3.1M | Sell |
59,784
-2,134
| -3% | -$111K | 0.18% | 63 |
|
|
2017
Q1 | $3.19M | Sell |
61,918
-2,344
| -4% | -$121K | 0.19% | 63 |
|
|
2016
Q4 | $3.3M | Sell |
64,262
-2,316
| -3% | -$119K | 0.21% | 55 |
|
|
2016
Q3 | $2.86M | Sell |
66,578
-5,194
| -7% | -$223K | 0.19% | 60 |
|
|
2016
Q2 | $2.89M | Sell |
71,772
-7,896
| -10% | -$318K | 0.2% | 60 |
|
|
2016
Q1 | $3.23M | Sell |
79,668
-1,165
| -1% | -$47.3K | 0.22% | 56 |
|
|
2015
Q4 | $3.63M | Buy |
80,833
+13,320
| +20% | +$599K | 0.26% | 51 |
|
|
2015
Q3 | $2.77M | Sell |
67,513
-773
| -1% | -$31.7K | 0.19% | 59 |
|
|
2015
Q2 | $2.96M | Sell |
68,286
-1,510
| -2% | -$65.5K | 0.17% | 60 |
|
|
2015
Q1 | $3.05M | Sell |
69,796
-11,037
| -14% | -$482K | 0.17% | 61 |
|
|
2014
Q4 | $3.63M | Sell |
80,833
-7,225
| -8% | -$325K | 0.21% | 52 |
|
|
2014
Q3 | $3.68M | Sell |
88,058
-14,767
| -14% | -$618K | 0.22% | 47 |
|
|
2014
Q2 | $4.45M | Sell |
102,825
-14,026
| -12% | -$608K | 0.26% | 43 |
|
|
2014
Q1 | $5.01M | Buy |
116,851
+1,876
| +2% | +$80.4K | 0.31% | 41 |
|
|
2013
Q4 | $4.64M | Sell |
114,975
-3,639
| -3% | -$147K | 0.3% | 45 |
|
|
2013
Q3 | $4.34M | Sell |
118,614
-4,814
| -4% | -$176K | 0.32% | 45 |
|
|
2013
Q2 | $4.46M | Buy |
+123,428
| New | +$4.46M | 0.36% | 42 |
|