Farther Finance Advisors’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 | $2.39M | Buy |
52,761
+10,951
| +26% | +$496K | 0.05% | 318 |
|
2025
Q1 | $1.75M | Buy |
41,810
+27,343
| +189% | +$1.14M | 0.04% | 334 |
|
2024
Q4 | $692K | Buy |
14,467
+530
| +4% | +$25.4K | 0.03% | 492 |
|
2024
Q3 | $637K | Buy |
13,937
+4,976
| +56% | +$228K | 0.02% | 502 |
|
2024
Q2 | $352K | Buy |
8,961
+2,127
| +31% | +$83.5K | 0.02% | 608 |
|
2024
Q1 | $300K | Buy |
6,834
+1,354
| +25% | +$59.5K | 0.02% | 547 |
|
2023
Q4 | $237K | Buy |
5,480
+2,169
| +66% | +$93.9K | 0.02% | 512 |
|
2023
Q3 | $109K | Sell |
3,311
-124
| -4% | -$4.1K | 0.02% | 527 |
|
2023
Q2 | $113K | Buy |
3,435
+709
| +26% | +$23.4K | 0.02% | 421 |
|
2023
Q1 | $98.3K | Buy |
2,726
+924
| +51% | +$33.3K | 0.03% | 411 |
|
2022
Q4 | $78.6K | Buy |
+1,802
| New | +$78.6K | 0.03% | 377 |
|