Clearstead Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $502K | Sell |
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|
2025
Q2 | $492K | Buy |
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|
2025
Q1 | $382K | Sell |
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|
2024
Q4 | $441K | Sell |
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|
2024
Q3 | $442K | Sell |
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|
2024
Q2 | $807K | Buy |
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|
2024
Q1 | $808K | Sell |
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|
2023
Q4 | $861K | Sell |
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|
2023
Q3 | $1.46M | Buy |
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|
2023
Q2 | $752K | Buy |
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|
2023
Q1 | $699K | Buy |
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|
2022
Q4 | $821K | Buy |
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|
2022
Q3 | $752K | Buy |
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|
2022
Q2 | $829K | Buy |
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|
2022
Q1 | $942K | Buy |
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|
2021
Q4 | $964K | Buy |
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|
2021
Q3 | $480K | Buy |
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|
2021
Q2 | $450K | Buy |
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|
2021
Q1 | $429K | Buy |
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|
2020
Q4 | $314K | Sell |
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|
2020
Q3 | $555K | Sell |
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|
2020
Q2 | $577K | Buy |
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|
2020
Q1 | $241K | Sell |
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|
2019
Q4 | $930K | Buy |
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|
2019
Q3 | $486K | Buy |
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|
2019
Q2 | $459K | Sell |
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|
2019
Q1 | $454K | Sell |
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|
2018
Q4 | $496K | Buy |
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|
2018
Q3 | $483K | Sell |
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|
2018
Q2 | $474K | Buy |
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|
2018
Q1 | $478K | Buy |
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|
2017
Q4 | $467K | Sell |
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|
2017
Q3 | $1.25M | Buy |
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|
2017
Q2 | $477K | Buy |
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|
2017
Q1 | $379K | Sell |
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|
2016
Q4 | $400K | Buy |
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