Essex Financial Services’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Sell |
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|
2025
Q1 | $447K | Sell |
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|
2024
Q4 | $560K | Buy |
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|
2024
Q3 | $531K | Sell |
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|
2024
Q2 | $632K | Buy |
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|
2024
Q1 | $574K | Buy |
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|
2023
Q4 | $529K | Sell |
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|
2023
Q3 | $415K | Buy |
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|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $1.41M | Sell |
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|
2022
Q1 | $1.67M | Sell |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q3 | $1.85M | Buy |
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|
2021
Q2 | $1.67M | Hold |
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|
2021
Q1 | $1.67M | Sell |
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|
2020
Q4 | $1.55M | Sell |
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|
2020
Q3 | $1.26M | Buy |
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|
2020
Q2 | $1.22M | Sell |
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|
2020
Q1 | $1.25M | Sell |
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|
2019
Q4 | $4.14M | Sell |
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|
2019
Q3 | $4.94M | Sell |
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|
2019
Q2 | $5.34M | Sell |
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|
2019
Q1 | $4.95M | Sell |
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|
2018
Q4 | $4.72M | Sell |
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|
2018
Q3 | $5.52M | Sell |
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|
2018
Q2 | $5.3M | Buy |
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|
2018
Q1 | $5.32M | Sell |
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|
2017
Q4 | $5.81M | Sell |
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|
2017
Q3 | $6.09M | Buy |
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|
2017
Q2 | $5.73M | Buy |
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|
2017
Q1 | $5.65M | Sell |
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|
2016
Q4 | $5.83M | Sell |
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|
2016
Q3 | $4.89M | Buy |
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|
2016
Q2 | $4.56M | Sell |
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|
2016
Q1 | $4.64M | Sell |
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|
2015
Q4 | $4.92M | Sell |
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|
2015
Q3 | $4.89M | Buy |
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|
2015
Q2 | $5.15M | Buy |
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|
2015
Q1 | $5.17M | Sell |
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|
2014
Q4 | $5.59M | Sell |
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|
2014
Q3 | $5.33M | Buy |
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|
2014
Q2 | $5.51M | Buy |
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|
2014
Q1 | $5.34M | Buy |
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|
2013
Q4 | $4.99M | Buy |
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|
2013
Q3 | $4.5K | Buy |
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|
2013
Q2 | $4.33M | Buy |
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