CreativeOne Wealth’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
$2.57M Sell
2025
Q2
$2.69M Buy
2025
Q1
$2.16M Buy
2024
Q4
$1.19M Sell
2024
Q3
$1.4M Buy
2024
Q2
$1.04M Buy
2024
Q1
$1.16M Buy
2023
Q4
$627K Buy
2023
Q3
$351K Buy
2023
Q2
$294K Sell
2023
Q1
$352K Sell
2022
Q4
$466K Buy
2022
Q3
$315K Sell
2022
Q2
$514K Buy
2022
Q1
$576K Buy
2021
Q4
$591K Buy
2021
Q3
$606K Buy
2021
Q2
$502K Buy
2021
Q1
$417K Buy
2020
Q4
$259K Sell
2020
Q3
$253K Buy