Crestwood Advisors Group’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 | $318K | Buy |
7,021
+237
| +3% | +$10.7K | 0.01% | 431 |
|
|
2025
Q1 | $286K | Buy |
6,784
+649
| +11% | +$27.4K | 0.01% | 431 |
|
|
2024
Q4 | $293K | Sell |
6,135
-564
| -8% | -$27K | 0.01% | 388 |
|
|
2024
Q3 | $306K | Sell |
6,699
-12
| -0.2% | -$549 | 0.01% | 363 |
|
|
2024
Q2 | $266K | Sell |
6,711
-167
| -2% | -$6.63K | 0.01% | 369 |
|
|
2024
Q1 | $307K | Buy |
6,878
+201
| +3% | +$8.99K | 0.01% | 348 |
|
|
2023
Q4 | $289K | Sell |
6,677
-799
| -11% | -$34.6K | 0.01% | 332 |
|
|
2023
Q3 | $247K | Buy |
+7,476
| New | +$247K | 0.01% | 317 |
|
|
2023
Q2 | – | Sell |
-17,692
| Closed | -$638K | – | 267 |
|
|
2023
Q1 | $638K | Sell |
17,692
-8,133
| -31% | -$293K | 0.02% | 169 |
|
|
2022
Q4 | $1.13M | Sell |
25,825
-599
| -2% | -$26.1K | 0.04% | 133 |
|
|
2022
Q3 | $1.07M | Buy |
26,424
+72
| +0.3% | +$2.9K | 0.04% | 137 |
|
|
2022
Q2 | $1.21M | Buy |
26,352
+1,739
| +7% | +$80K | 0.04% | 136 |
|
|
2022
Q1 | $1.31M | Buy |
24,613
+74
| +0.3% | +$3.93K | 0.04% | 142 |
|
|
2021
Q4 | $1.38M | Buy |
24,539
+567
| +2% | +$31.8K | 0.04% | 144 |
|
|
2021
Q3 | $1.43M | Hold |
23,972
| – | – | 0.04% | 135 |
|
|
2021
Q2 | $1.37M | Sell |
23,972
-200
| -0.8% | -$11.4K | 0.04% | 136 |
|
|
2021
Q1 | $1.34M | Buy |
24,172
+136
| +0.6% | +$7.52K | 0.04% | 133 |
|
|
2020
Q4 | $1.12M | Buy |
24,036
+776
| +3% | +$36.2K | 0.04% | 139 |
|
|
2020
Q3 | $834K | Sell |
23,260
-323
| -1% | -$11.6K | 0.03% | 138 |
|
|
2020
Q2 | $868K | Buy |
23,583
+323
| +1% | +$11.9K | 0.03% | 132 |
|
|
2020
Q1 | $801K | Sell |
23,260
-750
| -3% | -$25.8K | 0.04% | 128 |
|
|
2019
Q4 | $1.42M | Hold |
24,010
| – | – | 0.06% | 116 |
|
|
2019
Q3 | $1.33M | Hold |
24,010
| – | – | 0.06% | 118 |
|
|
2019
Q2 | $1.26M | Buy |
24,010
+17,567
| +273% | +$920K | 0.06% | 123 |
|
|
2019
Q1 | $310K | Sell |
6,443
-233
| -3% | -$11.2K | 0.02% | 137 |
|
|
2018
Q4 | $305K | Buy |
6,676
+300
| +5% | +$13.7K | 0.02% | 128 |
|
|
2018
Q3 | $337K | Hold |
6,376
| – | – | 0.02% | 123 |
|
|
2018
Q2 | $334K | Sell |
6,376
-102
| -2% | -$5.34K | 0.02% | 123 |
|
|
2018
Q1 | $327K | Buy |
6,478
+260
| +4% | +$13.1K | 0.03% | 126 |
|
|
2017
Q4 | $333K | Buy |
6,218
+879
| +16% | +$47.1K | 0.03% | 133 |
|
|
2017
Q3 | $286K | Buy |
5,339
+379
| +8% | +$20.3K | 0.02% | 124 |
|
|
2017
Q2 | $261K | Hold |
4,960
| – | – | 0.02% | 123 |
|
|
2017
Q1 | $256K | Hold |
4,960
| – | – | 0.02% | 119 |
|
|
2016
Q4 | $255K | Hold |
4,960
| – | – | 0.02% | 135 |
|
|
2016
Q3 | $213K | Sell |
4,960
-810
| -14% | -$34.8K | 0.03% | 121 |
|
|
2016
Q2 | $233K | Sell |
5,770
-175
| -3% | -$7.07K | 0.03% | 122 |
|
|
2016
Q1 | $241K | Sell |
5,945
-672
| -10% | -$27.2K | 0.03% | 122 |
|
|
2015
Q4 | $282K | Sell |
6,617
-398
| -6% | -$17K | 0.03% | 120 |
|
|
2015
Q3 | $288K | Sell |
7,015
-398
| -5% | -$16.3K | 0.04% | 117 |
|
|
2015
Q2 | $322K | Buy |
7,413
+403
| +6% | +$17.5K | 0.04% | 114 |
|
|
2015
Q1 | $306K | Sell |
7,010
-880
| -11% | -$38.4K | 0.04% | 109 |
|
|
2014
Q4 | $355K | Buy |
7,890
+522
| +7% | +$23.5K | 0.05% | 93 |
|
|
2014
Q3 | $308K | Hold |
7,368
| – | – | 0.05% | 94 |
|
|
2014
Q2 | $319K | Sell |
7,368
-528
| -7% | -$22.9K | 0.05% | 90 |
|
|
2014
Q1 | $338K | Sell |
7,896
-300
| -4% | -$12.8K | 0.06% | 91 |
|
|
2013
Q4 | $331K | Sell |
8,196
-2,000
| -20% | -$80.8K | 0.05% | 93 |
|
|
2013
Q3 | $373K | Buy |
10,196
+1,150
| +13% | +$42.1K | 0.07% | 87 |
|
|
2013
Q2 | $327K | Buy |
+9,046
| New | +$327K | 0.06% | 93 |
|