Envestnet Portfolio Solutions’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.7M | Sell |
192,360
-6,352
| -3% | -$287K | 0.03% | 255 |
|
|
2025
Q1 | $8.39M | Sell |
198,712
-115,313
| -37% | -$4.87M | 0.03% | 261 |
|
|
2024
Q4 | $15M | Buy |
314,025
+3,142
| +1% | +$150K | 0.05% | 184 |
|
|
2024
Q3 | $14.2M | Sell |
310,883
-1,061
| -0.3% | -$48.5K | 0.05% | 197 |
|
|
2024
Q2 | $12.4M | Sell |
311,944
-27,817
| -8% | -$1.1M | 0.04% | 202 |
|
|
2024
Q1 | $15.2M | Buy |
339,761
+16,137
| +5% | +$721K | 0.06% | 174 |
|
|
2023
Q4 | $14M | Buy |
323,624
+2,738
| +0.9% | +$119K | 0.06% | 166 |
|
|
2023
Q3 | $10.6M | Buy |
+320,886
| New | +$10.6M | 0.05% | 181 |
|