Creative Financial Designs’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 | $3.16M | Buy |
69,910
+7,465
| +12% | +$338K | 0.23% | 100 |
|
2025
Q1 | $2.64M | Sell |
62,445
-1,181
| -2% | -$49.9K | 0.21% | 98 |
|
2024
Q4 | $3.04M | Sell |
63,626
-672
| -1% | -$32.1K | 0.25% | 88 |
|
2024
Q3 | $2.94M | Buy |
64,298
+732
| +1% | +$33.5K | 0.25% | 86 |
|
2024
Q2 | $2.52M | Buy |
63,566
+1,147
| +2% | +$45.5K | 0.22% | 90 |
|
2024
Q1 | $2.79M | Sell |
62,419
-1,057
| -2% | -$47.2K | 0.26% | 83 |
|
2023
Q4 | $2.75M | Buy |
63,476
+7,529
| +13% | +$326K | 0.28% | 78 |
|
2023
Q3 | $1.85M | Buy |
55,947
+190
| +0.3% | +$6.28K | 0.22% | 91 |
|
2023
Q2 | $1.84M | Sell |
55,757
-13,093
| -19% | -$433K | 0.22% | 97 |
|
2023
Q1 | $2.48M | Buy |
68,850
+25,884
| +60% | +$933K | 0.33% | 72 |
|
2022
Q4 | $1.87M | Buy |
42,966
+1,696
| +4% | +$74K | 0.28% | 77 |
|
2022
Q3 | $1.66M | Buy |
41,270
+12,334
| +43% | +$497K | 0.27% | 76 |
|
2022
Q2 | $1.33M | Buy |
28,936
+2,596
| +10% | +$120K | 0.22% | 96 |
|
2022
Q1 | $1.4M | Sell |
26,340
-233
| -0.9% | -$12.4K | 0.21% | 101 |
|
2021
Q4 | $1.49M | Sell |
26,573
-16,158
| -38% | -$908K | 0.23% | 93 |
|
2021
Q3 | $2.54M | Buy |
42,731
+3,180
| +8% | +$189K | 0.42% | 54 |
|
2021
Q2 | $2.25M | Buy |
39,551
+241
| +0.6% | +$13.7K | 0.39% | 58 |
|
2021
Q1 | $2.17M | Buy |
39,310
+1,196
| +3% | +$66.1K | 0.43% | 49 |
|
2020
Q4 | $1.78M | Sell |
38,114
-3,580
| -9% | -$167K | 0.38% | 55 |
|
2020
Q3 | $1.5M | Buy |
41,694
+2,144
| +5% | +$76.9K | 0.37% | 59 |
|
2020
Q2 | $1.46M | Buy |
39,550
+10,448
| +36% | +$385K | 0.44% | 45 |
|
2020
Q1 | $1M | Buy |
29,102
+975
| +3% | +$33.6K | 0.52% | 36 |
|
2019
Q4 | $1.67M | Buy |
28,127
+2,817
| +11% | +$167K | 0.74% | 36 |
|
2019
Q3 | $1.34M | Buy |
25,310
+387
| +2% | +$20.5K | 0.72% | 37 |
|
2019
Q2 | $1.32M | Sell |
24,923
-3,071
| -11% | -$163K | 0.72% | 38 |
|
2019
Q1 | $1.35M | Sell |
27,994
-25,126
| -47% | -$1.21M | 0.81% | 33 |
|
2018
Q4 | $2.43M | Sell |
53,120
-520
| -1% | -$23.8K | 1.76% | 14 |
|
2018
Q3 | $2.83M | Buy |
53,640
+26,058
| +94% | +$1.38M | 1.63% | 14 |
|
2018
Q2 | $1.38M | Buy |
27,582
+21,611
| +362% | +$1.08M | 0.81% | 33 |
|
2018
Q1 | $302K | Buy |
5,971
+2,686
| +82% | +$136K | 0.19% | 95 |
|
2017
Q4 | $176K | Buy |
3,285
+2,779
| +549% | +$149K | 0.12% | 121 |
|
2017
Q3 | $27K | Buy |
506
+40
| +9% | +$2.13K | 0.02% | 292 |
|
2017
Q2 | $24K | Buy |
466
+40
| +9% | +$2.06K | 0.02% | 302 |
|
2017
Q1 | $22K | Hold |
426
| – | – | 0.02% | 309 |
|
2016
Q4 | $22K | Buy |
+426
| New | +$22K | 0.02% | 307 |
|