Everhart Financial Group’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 | $493K | Sell |
10,896
-96
| -0.9% | -$4.34K | 0.06% | 223 |
|
|
2025
Q1 | $464K | Buy |
10,992
+337
| +3% | +$14.2K | 0.06% | 219 |
|
|
2024
Q4 | $510K | Buy |
10,655
+68
| +0.6% | +$3.25K | 0.1% | 183 |
|
|
2024
Q3 | $484K | Buy |
10,587
+8
| +0.1% | +$366 | 0.11% | 197 |
|
|
2024
Q2 | $420K | Buy |
10,579
+195
| +2% | +$7.74K | 0.11% | 186 |
|
|
2024
Q1 | $464K | Sell |
10,384
-292
| -3% | -$13.1K | 0.14% | 157 |
|
|
2023
Q4 | $462K | Buy |
10,676
+3,304
| +45% | +$143K | 0.16% | 121 |
|
|
2023
Q3 | $244K | Buy |
7,372
+13
| +0.2% | +$430 | 0.1% | 180 |
|
|
2023
Q2 | $243K | Sell |
7,359
-139
| -2% | -$4.59K | 0.1% | 181 |
|
|
2023
Q1 | $270K | Buy |
7,498
+1,188
| +19% | +$42.8K | 0.12% | 152 |
|
|
2022
Q4 | $275K | Sell |
6,310
-1,087
| -15% | -$47.4K | 0.14% | 133 |
|
|
2022
Q3 | $299K | Sell |
7,397
-577
| -7% | -$23.3K | 0.17% | 129 |
|
|
2022
Q2 | $367K | Buy |
7,974
+3,679
| +86% | +$169K | 0.22% | 106 |
|
|
2022
Q1 | $228K | Sell |
4,295
-93
| -2% | -$4.94K | 0.13% | 112 |
|
|
2021
Q4 | $246K | Sell |
4,388
-3,420
| -44% | -$192K | 0.15% | 100 |
|
|
2021
Q3 | $464K | Buy |
7,808
+3,387
| +77% | +$201K | 0.32% | 58 |
|
|
2021
Q2 | $252K | Sell |
4,421
-2,124
| -32% | -$121K | 0.17% | 81 |
|
|
2021
Q1 | $362K | Sell |
6,545
-309
| -5% | -$17.1K | 0.32% | 55 |
|
|
2020
Q4 | $319K | Buy |
+6,854
| New | +$319K | 0.29% | 57 |
|