Emerald 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 | $249K | Sell |
5,509
-8,015
| -59% | -$363K | 0.03% | 91 |
|
|
2025
Q1 | $571K | Buy |
13,524
+1,114
| +9% | +$47K | 0.08% | 61 |
|
|
2024
Q4 | $594K | Buy |
12,410
+499
| +4% | +$23.9K | 0.08% | 58 |
|
|
2024
Q3 | $586K | Buy |
11,911
+1,333
| +13% | +$65.5K | 0.08% | 56 |
|
|
2024
Q2 | $420K | Buy |
10,578
+4,578
| +76% | +$182K | 0.06% | 66 |
|
|
2024
Q1 | $268K | Buy |
6,000
+151
| +3% | +$6.75K | 0.05% | 83 |
|
|
2023
Q4 | $253K | Buy |
+5,849
| New | +$253K | 0.05% | 79 |
|
|
2020
Q1 | – | Sell |
-6,252
| Closed | -$335K | – | 112 |
|
|
2019
Q4 | $335K | Buy |
+6,252
| New | +$335K | 0.32% | 60 |
|