FIA
Foundations Investment Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Buy |
14,647
+1,118
| +8% | +$50.6K | 0.01% | 518 |
|
|
2025
Q1 | $571K | Sell |
13,529
-1,850
| -12% | -$78.1K | 0.01% | 540 |
|
|
2024
Q4 | $736K | Buy |
15,379
+2,993
| +24% | +$143K | 0.01% | 461 |
|
|
2024
Q3 | $566K | Buy |
12,386
+1,519
| +14% | +$69.5K | 0.01% | 493 |
|
|
2024
Q2 | $431K | Buy |
10,867
+443
| +4% | +$17.6K | 0.01% | 527 |
|
|
2024
Q1 | $466K | Buy |
10,424
+1,041
| +11% | +$46.5K | 0.01% | 484 |
|
|
2023
Q4 | $384K | Sell |
9,383
-1,037
| -10% | -$42.4K | 0.01% | 493 |
|
|
2023
Q3 | $344K | Sell |
10,420
-835
| -7% | -$27.6K | 0.01% | 481 |
|
|
2023
Q2 | $372K | Buy |
11,255
+569
| +5% | +$18.8K | 0.01% | 424 |
|
|
2023
Q1 | $385K | Sell |
10,686
-1,396
| -12% | -$50.3K | 0.01% | 361 |
|
|
2022
Q4 | $527K | Buy |
12,082
+2,694
| +29% | +$117K | 0.02% | 272 |
|
|
2022
Q3 | $379K | Buy |
9,388
+1,256
| +15% | +$50.7K | 0.02% | 291 |
|
|
2022
Q2 | $378K | Buy |
8,132
+388
| +5% | +$18K | 0.02% | 271 |
|
|
2022
Q1 | $408K | Sell |
7,744
-213
| -3% | -$11.2K | 0.02% | 220 |
|
|
2021
Q4 | $497K | Buy |
7,957
+679
| +9% | +$42.4K | 0.02% | 208 |
|
|
2021
Q3 | $446K | Sell |
7,278
-50
| -0.7% | -$3.06K | 0.02% | 199 |
|
|
2021
Q2 | $417K | Buy |
7,328
+884
| +14% | +$50.3K | 0.02% | 190 |
|
|
2021
Q1 | $366K | Sell |
6,444
-11,781
| -65% | -$669K | 0.02% | 162 |
|
|
2020
Q4 | $899K | Sell |
18,225
-12,597
| -41% | -$621K | 0.06% | 82 |
|
|
2020
Q3 | $1.13M | Sell |
30,822
-12,704
| -29% | -$467K | 0.25% | 62 |
|
|
2020
Q2 | $1.56M | Sell |
43,526
-2,875
| -6% | -$103K | 0.14% | 48 |
|
|
2020
Q1 | $1.48M | Buy |
46,401
+40,490
| +685% | +$1.29M | 0.17% | 25 |
|
|
2019
Q4 | $341K | Sell |
5,911
-51
| -0.9% | -$2.94K | 0.04% | 107 |
|
|
2019
Q3 | $316K | Buy |
+5,962
| New | +$316K | 0.04% | 102 |
|