EverSource Wealth Advisors’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 | $417K | Buy |
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|
2025
Q1 | $241K | Sell |
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|
2024
Q4 | $350K | Buy |
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|
2024
Q3 | $195K | Buy |
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|
2024
Q2 | $180K | Sell |
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|
2024
Q1 | $179K | Buy |
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|
2023
Q4 | $163K | Buy |
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|
2023
Q3 | $115K | Buy |
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|
2023
Q2 | $112K | Sell |
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|
2023
Q1 | $749K | Buy |
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|
2022
Q4 | $895K | Buy |
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|
2022
Q3 | $792K | Sell |
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|
2022
Q2 | $926K | Sell |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.18M | Buy |
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