Concord Wealth Partners’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 | $48.2K | Sell |
1,065
-211
| -17% | -$9.55K | 0.01% | 345 |
|
|
2025
Q1 | $53.9K | Sell |
1,276
-146
| -10% | -$6.16K | 0.01% | 309 |
|
|
2024
Q4 | $68K | Sell |
1,422
-3,519
| -71% | -$168K | 0.01% | 290 |
|
|
2024
Q3 | $226K | Buy |
4,941
+566
| +13% | +$25.9K | 0.04% | 195 |
|
|
2024
Q2 | $174K | Sell |
4,375
-773
| -15% | -$30.7K | 0.03% | 204 |
|
|
2024
Q1 | $230K | Sell |
5,148
-4,749
| -48% | -$212K | 0.04% | 198 |
|
|
2023
Q4 | $428K | Sell |
9,897
-1,169
| -11% | -$50.6K | 0.09% | 139 |
|
|
2023
Q3 | $366K | Buy |
11,066
+2,726
| +33% | +$90.1K | 0.08% | 141 |
|
|
2023
Q2 | $276K | Buy |
8,340
+3,249
| +64% | +$107K | 0.06% | 161 |
|
|
2023
Q1 | $184K | Sell |
5,091
-2,661
| -34% | -$95.9K | 0.05% | 175 |
|
|
2022
Q4 | $338K | Sell |
7,752
-2,548
| -25% | -$111K | 0.1% | 115 |
|
|
2022
Q3 | $415K | Sell |
10,300
-258
| -2% | -$10.4K | 0.13% | 103 |
|
|
2022
Q2 | $486K | Buy |
10,558
+1,308
| +14% | +$60.2K | 0.13% | 103 |
|
|
2022
Q1 | $492K | Buy |
9,250
+723
| +8% | +$38.5K | 0.13% | 104 |
|
|
2021
Q4 | $479K | Buy |
8,527
+5,152
| +153% | +$289K | 0.12% | 104 |
|
|
2021
Q3 | $201K | Sell |
3,375
-3,883
| -53% | -$231K | 0.08% | 88 |
|
|
2021
Q2 | $413K | Buy |
7,258
+1,573
| +28% | +$89.5K | 0.12% | 77 |
|
|
2021
Q1 | $314K | Buy |
5,685
+3,872
| +214% | +$214K | 0.11% | 95 |
|
|
2020
Q4 | $84K | Buy |
+1,813
| New | +$84K | 0.06% | 149 |
|