Dakota Wealth Management’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 | $1.69M | Sell |
37,176
-2,018
| -5% | -$91.6K | 0.04% | 296 |
|
|
2025
Q1 | $1.66M | Sell |
39,194
-4,176
| -10% | -$177K | 0.04% | 290 |
|
|
2024
Q4 | $2.08M | Sell |
43,370
-3,409
| -7% | -$163K | 0.05% | 254 |
|
|
2024
Q3 | $2.15M | Sell |
46,779
-2,696
| -5% | -$124K | 0.05% | 261 |
|
|
2024
Q2 | $1.97M | Sell |
49,475
-569
| -1% | -$22.7K | 0.05% | 259 |
|
|
2024
Q1 | $2.24M | Sell |
50,044
-488
| -1% | -$21.9K | 0.06% | 247 |
|
|
2023
Q4 | $2.19M | Sell |
50,532
-471
| -0.9% | -$20.5K | 0.09% | 212 |
|
|
2023
Q3 | $1.69M | Sell |
51,003
-3,679
| -7% | -$122K | 0.07% | 223 |
|
|
2023
Q2 | $1.81M | Buy |
54,682
+28,850
| +112% | +$953K | 0.09% | 194 |
|
|
2023
Q1 | $931K | Buy |
25,832
+1,154
| +5% | +$41.6K | 0.06% | 240 |
|
|
2022
Q4 | $1.08M | Hold |
24,678
| – | – | 0.08% | 213 |
|
|
2022
Q3 | $996K | Buy |
24,678
+11,282
| +84% | +$455K | 0.08% | 213 |
|
|
2022
Q2 | $617K | Hold |
13,396
| – | – | 0.06% | 249 |
|
|
2022
Q1 | $712K | Buy |
13,396
+5,600
| +72% | +$298K | 0.06% | 235 |
|
|
2021
Q4 | $438K | Buy |
7,796
+50
| +0.6% | +$2.81K | 0.05% | 260 |
|
|
2021
Q3 | $461K | Sell |
7,746
-310
| -4% | -$18.5K | 0.05% | 238 |
|
|
2021
Q2 | $458K | Sell |
8,056
-230
| -3% | -$13.1K | 0.05% | 228 |
|
|
2021
Q1 | $458K | Sell |
8,286
-265
| -3% | -$14.6K | 0.06% | 215 |
|
|
2020
Q4 | $399K | Sell |
8,551
-210
| -2% | -$9.8K | 0.05% | 223 |
|
|
2020
Q3 | $314K | Buy |
8,761
+2,659
| +44% | +$95.3K | 0.05% | 219 |
|
|
2020
Q2 | $224K | Sell |
6,102
-19
| -0.3% | -$697 | 0.04% | 239 |
|
|
2020
Q1 | $211K | Sell |
6,121
-17
| -0.3% | -$586 | 0.05% | 226 |
|
|
2019
Q4 | $364K | Sell |
6,138
-52
| -0.8% | -$3.08K | 0.06% | 223 |
|
|
2019
Q3 | $343K | Buy |
6,190
+379
| +7% | +$21K | 0.06% | 219 |
|
|
2019
Q2 | $307K | Sell |
5,811
-200
| -3% | -$10.6K | 0.06% | 223 |
|
|
2019
Q1 | $288K | Buy |
+6,011
| New | +$288K | 0.06% | 241 |
|