Crewe Advisors’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 | $16.6K | Sell |
366
-84
| -19% | -$3.8K | ﹤0.01% | 398 |
|
|
2025
Q1 | $19K | Hold |
450
| – | – | ﹤0.01% | 354 |
|
|
2024
Q4 | $21.5K | Sell |
450
-533
| -54% | -$25.5K | ﹤0.01% | 351 |
|
|
2024
Q3 | $45K | Buy |
983
+65
| +7% | +$2.97K | 0.01% | 309 |
|
|
2024
Q2 | $36.4K | Buy |
918
+35
| +4% | +$1.39K | ﹤0.01% | 426 |
|
|
2024
Q1 | $39.5K | Buy |
+883
| New | +$39.5K | ﹤0.01% | 399 |
|
|
2023
Q4 | – | Sell |
-1,413
| Closed | -$46.7K | – | 688 |
|
|
2023
Q3 | $46.7K | Sell |
1,413
-1
| -0.1% | -$33 | 0.01% | 145 |
|
|
2023
Q2 | $46.7K | Sell |
1,414
-678
| -32% | -$22.4K | 0.01% | 275 |
|
|
2023
Q1 | $75.4K | Hold |
2,092
| – | – | 0.01% | 261 |
|
|
2022
Q4 | $91.2K | Buy |
2,092
+497
| +31% | +$21.7K | 0.01% | 228 |
|
|
2022
Q3 | $64K | Buy |
1,595
+153
| +11% | +$6.14K | 0.01% | 287 |
|
|
2022
Q2 | $66K | Buy |
1,442
+250
| +21% | +$11.4K | 0.01% | 261 |
|
|
2022
Q1 | $63K | Buy |
1,192
+182
| +18% | +$9.62K | 0.01% | 211 |
|
|
2021
Q4 | $57K | Buy |
+1,010
| New | +$57K | 0.01% | 178 |
|
|
2021
Q3 | – | Sell |
-121
| Closed | -$7K | – | 467 |
|
|
2021
Q2 | $7K | Hold |
121
| – | – | ﹤0.01% | 310 |
|
|
2021
Q1 | $7K | Hold |
121
| – | – | ﹤0.01% | 338 |
|
|
2020
Q4 | $6K | Hold |
121
| – | – | ﹤0.01% | 347 |
|
|
2020
Q3 | $4K | Sell |
121
-114
| -49% | -$3.77K | ﹤0.01% | 420 |
|
|
2020
Q2 | $9K | Hold |
235
| – | – | ﹤0.01% | 168 |
|
|
2020
Q1 | $8K | Sell |
235
-153
| -39% | -$5.21K | ﹤0.01% | 150 |
|
|
2019
Q4 | $23K | Buy |
388
+153
| +65% | +$9.07K | 0.01% | 147 |
|
|
2019
Q3 | $13K | Sell |
235
-15
| -6% | -$830 | 0.01% | 175 |
|
|
2019
Q2 | $13K | Hold |
250
| – | – | ﹤0.01% | 203 |
|
|
2019
Q1 | $12K | Buy |
250
+15
| +6% | +$720 | ﹤0.01% | 175 |
|
|
2018
Q4 | $11K | Hold |
235
| – | – | ﹤0.01% | 181 |
|
|
2018
Q3 | $12K | Hold |
235
| – | – | 0.01% | 190 |
|
|
2018
Q2 | $12K | Hold |
235
| – | – | 0.01% | 203 |
|
|
2018
Q1 | $12K | Hold |
235
| – | – | 0.01% | 213 |
|
|
2017
Q4 | $13K | Buy |
+235
| New | +$13K | 0.01% | 210 |
|