DA
Doliver Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
27,729
-558
| -2% | -$25.2K | 0.34% | 52 |
|
|
2025
Q1 | $1.19M | Sell |
28,287
-69
| -0.2% | -$2.91K | 0.34% | 49 |
|
|
2024
Q4 | $1.36M | Sell |
28,356
-338
| -1% | -$16.2K | 0.38% | 45 |
|
|
2024
Q3 | $1.31M | Sell |
28,694
-450
| -2% | -$20.6K | 0.36% | 48 |
|
|
2024
Q2 | $1.16M | Sell |
29,144
-650
| -2% | -$25.8K | 0.32% | 52 |
|
|
2024
Q1 | $1.33M | Sell |
29,794
-567
| -2% | -$25.3K | 0.37% | 48 |
|
|
2023
Q4 | $1.31M | Sell |
30,361
-753
| -2% | -$32.6K | 0.4% | 47 |
|
|
2023
Q3 | $1.03M | Sell |
31,114
-2,614
| -8% | -$86.4K | 0.31% | 56 |
|
|
2023
Q2 | $1.11M | Buy |
33,728
+4,535
| +16% | +$150K | 0.34% | 60 |
|
|
2023
Q1 | $1.05M | Buy |
29,193
+5,592
| +24% | +$202K | 0.33% | 53 |
|
|
2022
Q4 | $1.03M | Buy |
23,601
+8,650
| +58% | +$377K | 0.34% | 49 |
|
|
2022
Q3 | $603K | Buy |
14,951
+2,544
| +21% | +$103K | 0.22% | 70 |
|
|
2022
Q2 | $571K | Sell |
12,407
-744
| -6% | -$34.2K | 0.2% | 76 |
|
|
2022
Q1 | $699K | Buy |
13,151
+580
| +5% | +$30.8K | 0.22% | 73 |
|
|
2021
Q4 | $750K | Sell |
12,571
-1,568
| -11% | -$93.5K | 0.23% | 66 |
|
|
2021
Q3 | $840K | Buy |
14,139
+458
| +3% | +$27.2K | 0.28% | 71 |
|
|
2021
Q2 | $779K | Buy |
13,681
+5,687
| +71% | +$324K | 0.26% | 67 |
|
|
2021
Q1 | $442K | Sell |
7,994
-223
| -3% | -$12.3K | 0.16% | 89 |
|
|
2020
Q4 | $383K | Buy |
+8,217
| New | +$383K | 0.17% | 87 |
|
|
2018
Q4 | – | Sell |
-5,220
| Closed | -$276K | – | 213 |
|
|
2018
Q3 | $276K | Sell |
5,220
-10
| -0.2% | -$529 | 0.11% | 113 |
|
|
2018
Q2 | $262K | Buy |
5,230
+175
| +3% | +$8.77K | 0.11% | 143 |
|
|
2018
Q1 | $255K | Buy |
+5,055
| New | +$255K | 0.11% | 178 |
|