Fiduciary 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 | $1.32M | Sell |
29,093
-186
| -0.6% | -$8.42K | 0.12% | 137 |
|
|
2025
Q1 | $1.24M | Buy |
29,279
+806
| +3% | +$34K | 0.12% | 138 |
|
|
2024
Q4 | $1.36M | Sell |
28,473
-613
| -2% | -$29.3K | 0.14% | 126 |
|
|
2024
Q3 | $1.33M | Sell |
29,086
-1,015
| -3% | -$46.4K | 0.13% | 126 |
|
|
2024
Q2 | $1.2M | Sell |
30,101
-910
| -3% | -$36.1K | 0.13% | 128 |
|
|
2024
Q1 | $1.39M | Buy |
31,011
+656
| +2% | +$29.3K | 0.15% | 112 |
|
|
2023
Q4 | $1.31M | Sell |
30,355
-4,203
| -12% | -$182K | 0.15% | 109 |
|
|
2023
Q3 | $1.14M | Buy |
34,558
+102
| +0.3% | +$3.37K | 0.15% | 107 |
|
|
2023
Q2 | $1.14M | Buy |
34,456
+7,412
| +27% | +$245K | 0.14% | 111 |
|
|
2023
Q1 | $975K | Buy |
27,044
+3,838
| +17% | +$138K | 0.13% | 120 |
|
|
2022
Q4 | $1.01M | Buy |
+23,206
| New | +$1.01M | 0.13% | 114 |
|
|
2017
Q4 | – | Sell |
-4,611
| Closed | -$247K | – | 177 |
|
|
2017
Q3 | $247K | Hold |
4,611
| – | – | 0.06% | 156 |
|
|
2017
Q2 | $239K | Sell |
4,611
-235
| -5% | -$12.2K | 0.06% | 158 |
|
|
2017
Q1 | $250K | Buy |
4,846
+215
| +5% | +$11.1K | 0.06% | 155 |
|
|
2016
Q4 | $238K | Sell |
4,631
-614
| -12% | -$31.6K | 0.06% | 159 |
|
|
2016
Q3 | $225K | Buy |
+5,245
| New | +$225K | 0.06% | 159 |
|