DCM 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 | $1.59M | Sell |
35,173
-9,098
| -21% | -$412K | 0.68% | 33 |
|
2025
Q1 | $1.32M | Sell |
44,271
-68
| -0.2% | -$2.03K | 0.71% | 33 |
|
2024
Q4 | $2.12M | Buy |
44,339
+68
| +0.2% | +$3.25K | 1% | 28 |
|
2024
Q3 | $2.02M | Hold |
44,271
| – | – | 1.02% | 30 |
|
2024
Q2 | $1.76M | Sell |
44,271
-2,878
| -6% | -$114K | 0.93% | 32 |
|
2024
Q1 | $2.11M | Sell |
47,149
-372
| -0.8% | -$16.6K | 0.87% | 34 |
|
2023
Q4 | $2.06M | Sell |
47,521
-329
| -0.7% | -$14.2K | 0.74% | 35 |
|
2023
Q3 | $1.58M | Buy |
47,850
+98
| +0.2% | +$3.24K | 0.71% | 37 |
|
2023
Q2 | $1.58M | Sell |
47,752
-33
| -0.1% | -$1.09K | 0.68% | 39 |
|
2023
Q1 | $1.72M | Sell |
47,785
-66
| -0.1% | -$2.38K | 0.8% | 37 |
|
2022
Q4 | $2.09M | Buy |
47,851
+27,148
| +131% | +$1.18M | 1.01% | 33 |
|
2022
Q3 | $835K | Buy |
20,703
+95
| +0.5% | +$3.83K | 0.42% | 60 |
|
2022
Q2 | $948K | Buy |
20,608
+1,220
| +6% | +$56.1K | 0.41% | 63 |
|
2022
Q1 | $1.03M | Sell |
19,388
-8,459
| -30% | -$449K | 0.36% | 75 |
|
2021
Q4 | $1.56M | Buy |
27,847
+8,423
| +43% | +$473K | 0.46% | 51 |
|
2021
Q3 | $1.16M | Buy |
+19,424
| New | +$1.16M | 0.44% | 63 |
|