Contravisory Investment Management’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 | – | Sell |
-7
| Closed | -$317 | – | 425 |
|
|
2025
Q2 | $317 | Sell |
7
-74
| -91% | -$3.11K | ﹤0.01% | 370 |
|
|
2025
Q1 | $3.42K | Hold |
81
| – | – | ﹤0.01% | 351 |
|
|
2024
Q4 | $3.87K | Buy |
+81
| New | +$3.98K | ﹤0.01% | 341 |
|
|
2023
Q2 | – | Sell |
-155
| Closed | -$5.59K | – | 378 |
|
|
2023
Q1 | $5.59K | Hold |
155
| – | – | ﹤0.01% | 305 |
|
|
2022
Q4 | $6.76K | Hold |
155
| – | – | ﹤0.01% | 265 |
|
|
2022
Q3 | $6K | Hold |
155
| – | – | ﹤0.01% | 269 |
|
|
2022
Q2 | $7K | Hold |
155
| – | – | ﹤0.01% | 263 |
|
|
2022
Q1 | $8K | Sell |
155
-6,702
| -98% | -$385K | ﹤0.01% | 270 |
|
|
2021
Q4 | $385K | Buy |
6,857
+1,084
| +19% | +$64.1K | 0.1% | 152 |
|
|
2021
Q3 | $343K | Buy |
5,773
+376
| +7% | +$21.4K | 0.1% | 142 |
|
|
2021
Q2 | $307K | Hold |
5,397
| – | – | 0.09% | 151 |
|
|
2021
Q1 | $299K | Buy |
5,397
+5,242
| +3,382% | +$262K | 0.09% | 132 |
|
|
2020
Q4 | $7K | Hold |
155
| – | – | ﹤0.01% | 232 |
|
|
2020
Q3 | $6K | Hold |
155
| – | – | ﹤0.01% | 228 |
|
|
2020
Q2 | $6K | Hold |
155
| – | – | ﹤0.01% | 231 |
|
|
2020
Q1 | $5K | Hold |
155
| – | – | ﹤0.01% | 253 |
|
|
2019
Q4 | $9K | Hold |
155
| – | – | ﹤0.01% | 245 |
|
|
2019
Q3 | $9K | Hold |
155
| – | – | ﹤0.01% | 251 |
|
|
2019
Q2 | $8K | Sell |
155
-963
| -86% | -$49.6K | ﹤0.01% | 248 |
|
|
2019
Q1 | $54K | Hold |
1,118
| – | – | 0.02% | 211 |
|
|
2018
Q4 | $51K | Buy |
1,118
+963
| +621% | +$49.6K | 0.02% | 195 |
|
|
2018
Q3 | $8K | Hold |
155
| – | – | ﹤0.01% | 244 |
|
|
2018
Q2 | $8K | Hold |
155
| – | – | ﹤0.01% | 277 |
|
|
2018
Q1 | $8K | Hold |
155
| – | – | ﹤0.01% | 276 |
|
|
2017
Q4 | $8K | Sell |
155
-275
| -64% | -$14.8K | ﹤0.01% | 275 |
|
|
2017
Q3 | $23K | Buy |
+430
| New | +$22.5K | 0.01% | 224 |
|
|
2016
Q3 | – | Sell |
-47
| Closed | -$2K | – | 325 |
|
|
2016
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 197 |
|
|
2016
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 186 |
|
|
2015
Q4 | $2K | Buy |
+47
| New | +$2.01K | ﹤0.01% | 194 |
|
Other funds holding USB
MB