Foundations Investment Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $673K | Sell |
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|
2025
Q2 | $663K | Buy |
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|
2025
Q1 | $571K | Sell |
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|
2024
Q4 | $736K | Buy |
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|
2024
Q3 | $566K | Buy |
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|
2024
Q2 | $431K | Buy |
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|
2024
Q1 | $466K | Buy |
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|
2023
Q4 | $384K | Sell |
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|
2023
Q3 | $344K | Sell |
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|
2023
Q2 | $372K | Buy |
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|
2023
Q1 | $385K | Sell |
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|
2022
Q4 | $527K | Buy |
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|
2022
Q3 | $379K | Buy |
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|
2022
Q2 | $378K | Buy |
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|
2022
Q1 | $408K | Sell |
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|
2021
Q4 | $497K | Buy |
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|
2021
Q3 | $446K | Sell |
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|
2021
Q2 | $417K | Buy |
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|
2021
Q1 | $366K | Sell |
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|
2020
Q4 | $899K | Sell |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.56M | Sell |
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|
2020
Q1 | $1.48M | Buy |
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|
2019
Q4 | $341K | Sell |
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|
2019
Q3 | $316K | Buy |
|