Financial Advocates Investment Management’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 | $816K | Sell |
18,038
-13,362
| -43% | -$605K | 0.07% | 261 |
|
|
2025
Q1 | $1.33M | Sell |
31,400
-75
| -0.2% | -$3.17K | 0.09% | 220 |
|
|
2024
Q4 | $1.51M | Sell |
31,475
-1,727
| -5% | -$82.6K | 0.09% | 218 |
|
|
2024
Q3 | $1.52M | Sell |
33,202
-21
| -0.1% | -$960 | 0.09% | 221 |
|
|
2024
Q2 | $1.32M | Sell |
33,223
-85
| -0.3% | -$3.37K | 0.08% | 231 |
|
|
2024
Q1 | $1.49M | Buy |
33,308
+659
| +2% | +$29.5K | 0.09% | 227 |
|
|
2023
Q4 | $1.41M | Buy |
32,649
+2,802
| +9% | +$121K | 0.09% | 218 |
|
|
2023
Q3 | $987K | Buy |
29,847
+640
| +2% | +$21.2K | 0.07% | 271 |
|
|
2023
Q2 | $965K | Buy |
29,207
+1,472
| +5% | +$48.6K | 0.07% | 273 |
|
|
2023
Q1 | $1,000K | Buy |
27,735
+4,039
| +17% | +$146K | 0.07% | 284 |
|
|
2022
Q4 | $1.03M | Buy |
23,696
+888
| +4% | +$38.7K | 0.08% | 275 |
|
|
2022
Q3 | $919K | Buy |
22,808
+3,335
| +17% | +$134K | 0.08% | 265 |
|
|
2022
Q2 | $896K | Buy |
19,473
+6,223
| +47% | +$286K | 0.07% | 281 |
|
|
2022
Q1 | $704K | Sell |
13,250
-38,166
| -74% | -$2.03M | 0.05% | 369 |
|
|
2021
Q4 | $2.57M | Buy |
51,416
+41,543
| +421% | +$2.08M | 0.16% | 146 |
|
|
2021
Q3 | $587K | Buy |
9,873
+353
| +4% | +$21K | 0.04% | 447 |
|
|
2021
Q2 | $542K | Sell |
9,520
-1,335
| -12% | -$76K | 0.04% | 453 |
|
|
2021
Q1 | $679K | Buy |
10,855
+40
| +0.4% | +$2.5K | 0.05% | 395 |
|
|
2020
Q4 | $504K | Buy |
10,815
+568
| +6% | +$26.5K | 0.03% | 445 |
|
|
2020
Q3 | $367K | Sell |
10,247
-443
| -4% | -$15.9K | 0.03% | 424 |
|
|
2020
Q2 | $394K | Buy |
10,690
+346
| +3% | +$12.8K | 0.04% | 387 |
|
|
2020
Q1 | $356K | Sell |
10,344
-464
| -4% | -$16K | 0.05% | 323 |
|
|
2019
Q4 | $641K | Sell |
10,808
-3,357
| -24% | -$199K | 0.07% | 274 |
|
|
2019
Q3 | $777K | Buy |
14,165
+242
| +2% | +$13.3K | 0.09% | 222 |
|
|
2019
Q2 | $730K | Sell |
13,923
-175
| -1% | -$9.18K | 0.08% | 220 |
|
|
2019
Q1 | $680K | Sell |
14,098
-265
| -2% | -$12.8K | 0.08% | 227 |
|
|
2018
Q4 | $657K | Sell |
14,363
-3,156
| -18% | -$144K | 0.09% | 211 |
|
|
2018
Q3 | $925K | Buy |
17,519
+286
| +2% | +$15.1K | 0.1% | 200 |
|
|
2018
Q2 | $868K | Buy |
17,233
+121
| +0.7% | +$6.1K | 0.11% | 202 |
|
|
2018
Q1 | $864K | Buy |
17,112
+4,263
| +33% | +$215K | 0.11% | 189 |
|
|
2017
Q4 | $688K | Buy |
+12,849
| New | +$688K | 0.09% | 215 |
|