Crestwood Advisors Group’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 | $318K | Buy |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | $293K | Sell |
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|
2024
Q3 | $306K | Sell |
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|
2024
Q2 | $266K | Sell |
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|
2024
Q1 | $307K | Buy |
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|
2023
Q4 | $289K | Sell |
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|
2023
Q3 | $247K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $638K | Sell |
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q3 | $1.43M | Hold |
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|
2021
Q2 | $1.37M | Sell |
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|
2021
Q1 | $1.34M | Buy |
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|
2020
Q4 | $1.12M | Buy |
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|
2020
Q3 | $834K | Sell |
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|
2020
Q2 | $868K | Buy |
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|
2020
Q1 | $801K | Sell |
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|
2019
Q4 | $1.42M | Hold |
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|
2019
Q3 | $1.33M | Hold |
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|
2019
Q2 | $1.26M | Buy |
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|
2019
Q1 | $310K | Sell |
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|
2018
Q4 | $305K | Buy |
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|
2018
Q3 | $337K | Hold |
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|
2018
Q2 | $334K | Sell |
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|
2018
Q1 | $327K | Buy |
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|
2017
Q4 | $333K | Buy |
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|
2017
Q3 | $286K | Buy |
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|
2017
Q2 | $261K | Hold |
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|
2017
Q1 | $256K | Hold |
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|
2016
Q4 | $255K | Hold |
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|
2016
Q3 | $213K | Sell |
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|
2016
Q2 | $233K | Sell |
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|
2016
Q1 | $241K | Sell |
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|
2015
Q4 | $282K | Sell |
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|
2015
Q3 | $288K | Sell |
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|
2015
Q2 | $322K | Buy |
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|
2015
Q1 | $306K | Sell |
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|
2014
Q4 | $355K | Buy |
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|
2014
Q3 | $308K | Hold |
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|
2014
Q2 | $319K | Sell |
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|
2014
Q1 | $338K | Sell |
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|
2013
Q4 | $331K | Sell |
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|
2013
Q3 | $373K | Buy |
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|
2013
Q2 | $327K | Buy |
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