Drive 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
Q1 | – | Sell |
-15,183
| Closed | -$728K | – | 381 |
|
|
2024
Q4 | $728K | Sell |
15,183
-845
| -5% | -$40.5K | 0.18% | 99 |
|
|
2024
Q3 | $741K | Buy |
16,028
+31
| +0.2% | +$1.43K | 0.19% | 95 |
|
|
2024
Q2 | $643K | Sell |
15,997
-47
| -0.3% | -$1.89K | 0.17% | 102 |
|
|
2024
Q1 | $725K | Sell |
16,044
-2,201
| -12% | -$99.5K | 0.2% | 95 |
|
|
2023
Q4 | $799K | Buy |
18,245
+516
| +3% | +$22.6K | 0.26% | 80 |
|
|
2023
Q3 | $595K | Sell |
17,729
-35
| -0.2% | -$1.17K | 0.22% | 94 |
|
|
2023
Q2 | $596K | Sell |
17,764
-1,695
| -9% | -$56.9K | 0.22% | 92 |
|
|
2023
Q1 | $711K | Buy |
19,459
+11,513
| +145% | +$421K | 0.3% | 84 |
|
|
2022
Q4 | $351K | Buy |
7,946
+771
| +11% | +$34K | 0.18% | 140 |
|
|
2022
Q3 | $293K | Buy |
7,175
+540
| +8% | +$22.1K | 0.28% | 110 |
|
|
2022
Q2 | $308K | Buy |
6,635
+894
| +16% | +$41.5K | 0.28% | 104 |
|
|
2022
Q1 | $308K | Buy |
5,741
+1,917
| +50% | +$103K | 0.26% | 100 |
|
|
2021
Q4 | $217K | Buy |
+3,824
| New | +$217K | 0.19% | 135 |
|