Clifford Swan Investment Counsel’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
Q2 | $401K | Buy |
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|
2025
Q1 | $374K | Buy |
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|
2024
Q4 | $422K | Hold |
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|
2024
Q3 | $404K | Hold |
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|
2024
Q2 | $351K | Sell |
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|
2024
Q1 | $417K | Buy |
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|
2023
Q4 | $400K | Hold |
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|
2023
Q3 | $306K | Hold |
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|
2023
Q2 | $306K | Sell |
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|
2023
Q1 | $351K | Sell |
|
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|
2022
Q4 | $442K | Sell |
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|
2022
Q3 | $413K | Hold |
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|
2022
Q2 | $471K | Buy |
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|
2022
Q1 | $538K | Sell |
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|
2021
Q4 | $667K | Hold |
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|
2021
Q3 | $722K | Hold |
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|
2021
Q2 | $654K | Hold |
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|
2021
Q1 | $657K | Hold |
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|
2020
Q4 | $553K | Sell |
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|
2020
Q3 | $441K | Sell |
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|
2020
Q2 | $562K | Sell |
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|
2020
Q1 | $541K | Buy |
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|
2019
Q4 | $906K | Sell |
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|
2019
Q3 | $978K | Buy |
|
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|
2019
Q2 | $728K | Hold |
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|
2019
Q1 | $670K | Hold |
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|
2018
Q4 | $635K | Hold |
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|
2018
Q3 | $734K | Hold |
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|
2018
Q2 | $695K | Hold |
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|
2018
Q1 | $702K | Hold |
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|
2017
Q4 | $745K | Buy |
|
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|
2017
Q3 | $650K | Sell |
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|
2017
Q2 | $890K | Sell |
|
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|
2017
Q1 | $934K | Hold |
|
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|
2016
Q4 | $932K | Sell |
|
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|
2016
Q3 | $941K | Buy |
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|
2016
Q2 | $562K | Sell |
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|
2016
Q1 | $635K | Sell |
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|
2015
Q4 | $676K | Hold |
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|
2015
Q3 | $650K | Hold |
|
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|
2015
Q2 | $688K | Hold |
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|
2015
Q1 | $692K | Buy |
|
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|
2014
Q4 | $497K | Hold |
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|
2014
Q3 | $462K | Sell |
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|
2014
Q2 | $481K | Sell |
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|
2014
Q1 | $497K | Buy |
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|
2013
Q4 | $438K | Hold |
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|
2013
Q3 | $397K | Buy |
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|
2013
Q2 | $390K | Buy |
|