Claris 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 | $2.14M | Buy |
47,247
+199
| +0.4% | +$9.01K | 0.74% | 23 |
|
|
2025
Q1 | $1.99M | Sell |
47,048
-144
| -0.3% | -$6.08K | 0.74% | 23 |
|
|
2024
Q4 | $2.26M | Sell |
47,192
-677
| -1% | -$32.4K | 0.85% | 18 |
|
|
2024
Q3 | $2.19M | Buy |
47,869
+864
| +2% | +$39.5K | 0.95% | 16 |
|
|
2024
Q2 | $1.87M | Buy |
47,005
+28
| +0.1% | +$1.11K | 0.96% | 15 |
|
|
2024
Q1 | $2.1M | Buy |
46,977
+28
| +0.1% | +$1.25K | 1.06% | 16 |
|
|
2023
Q4 | $2.03M | Buy |
46,949
+34
| +0.1% | +$1.47K | 1.12% | 15 |
|
|
2023
Q3 | $1.55M | Buy |
46,915
+31
| +0.1% | +$1.03K | 0.99% | 14 |
|
|
2023
Q2 | $1.55M | Buy |
46,884
+31
| +0.1% | +$1.02K | 1.07% | 14 |
|
|
2023
Q1 | $1.69M | Sell |
46,853
-91
| -0.2% | -$3.28K | 1.25% | 12 |
|
|
2022
Q4 | $2.05M | Buy |
46,944
+366
| +0.8% | +$16K | 1.94% | 9 |
|
|
2022
Q3 | $1.88M | Buy |
46,578
+22
| +0% | +$887 | 2.16% | 8 |
|
|
2022
Q2 | $2.14M | Buy |
46,556
+19
| +0% | +$875 | 2.32% | 8 |
|
|
2022
Q1 | $2.47M | Buy |
46,537
+185
| +0.4% | +$9.83K | 2.64% | 7 |
|
|
2021
Q4 | $2.6M | Buy |
+46,352
| New | +$2.6M | 2.76% | 7 |
|