Evoke Wealth’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 | $359K | Buy |
7,852
+3,017
| +62% | +$138K | 0.01% | 404 |
|
|
2025
Q1 | $207K | Sell |
4,835
-263
| -5% | -$11.2K | 0.01% | 417 |
|
|
2024
Q4 | $246K | Buy |
5,098
+133
| +3% | +$6.43K | 0.01% | 379 |
|
|
2024
Q3 | $230K | Buy |
+4,965
| New | +$230K | 0.01% | 375 |
|
|
2024
Q2 | – | Sell |
-4,485
| Closed | -$203K | – | 366 |
|
|
2024
Q1 | $203K | Buy |
+4,485
| New | +$203K | 0.01% | 382 |
|
|
2022
Q4 | – | Sell |
-2,468
| Closed | -$101K | – | 1098 |
|
|
2022
Q3 | $101K | Sell |
2,468
-202
| -8% | -$8.27K | ﹤0.01% | 412 |
|
|
2022
Q2 | $124K | Sell |
2,670
-65,692
| -96% | -$3.05M | ﹤0.01% | 384 |
|
|
2022
Q1 | $3.67M | Sell |
68,362
-840
| -1% | -$45K | 0.12% | 84 |
|
|
2021
Q4 | $3.92M | Sell |
69,202
-516
| -0.7% | -$29.2K | 0.12% | 88 |
|
|
2021
Q3 | $4.18M | Sell |
69,718
-1,194
| -2% | -$71.5K | 0.16% | 77 |
|
|
2021
Q2 | $4.07M | Buy |
70,912
+493
| +0.7% | +$28.3K | 0.15% | 80 |
|
|
2021
Q1 | $3.92M | Buy |
70,419
+67,589
| +2,388% | +$3.77M | 0.18% | 77 |
|
|
2020
Q4 | $133K | Sell |
2,830
-127
| -4% | -$5.97K | 0.01% | 273 |
|
|
2020
Q3 | $107K | Buy |
2,957
+174
| +6% | +$6.3K | 0.01% | 274 |
|
|
2020
Q2 | $104K | Sell |
2,783
-944
| -25% | -$35.3K | 0.01% | 268 |
|
|
2020
Q1 | $130K | Sell |
3,727
-986
| -21% | -$34.4K | 0.02% | 227 |
|
|
2019
Q4 | $281K | Buy |
4,713
+883
| +23% | +$52.7K | 0.04% | 182 |
|
|
2019
Q3 | $214K | Buy |
+3,830
| New | +$214K | 0.03% | 245 |
|