FSA Wealth 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 | $215K | Sell |
4,758
-670
| -12% | -$30.3K | 0.08% | 51 |
|
|
2025
Q1 | $229K | Hold |
5,428
| – | – | 0.1% | 49 |
|
|
2024
Q4 | $260K | Hold |
5,428
| – | – | 0.11% | 41 |
|
|
2024
Q3 | $248K | Buy |
+5,428
| New | +$248K | 0.1% | 46 |
|
|
2024
Q1 | $244K | Hold |
5,451
| – | – | 0.11% | 44 |
|
|
2023
Q4 | $236K | Buy |
+5,451
| New | +$236K | 0.11% | 41 |
|
|
2023
Q2 | – | Sell |
-5,589
| Closed | -$201K | – | 50 |
|
|
2023
Q1 | $201K | Sell |
5,589
-100
| -2% | -$3.61K | 0.12% | 42 |
|
|
2022
Q4 | $248K | Sell |
5,689
-280
| -5% | -$12.2K | 0.14% | 35 |
|
|
2022
Q3 | $241K | Buy |
+5,969
| New | +$241K | 0.17% | 38 |
|
|
2022
Q2 | – | Sell |
-5,741
| Closed | -$322K | – | 50 |
|
|
2022
Q1 | $322K | Hold |
5,741
| – | – | 0.19% | 33 |
|
|
2021
Q4 | $322K | Buy |
5,741
+52
| +0.9% | +$2.92K | 0.19% | 33 |
|
|
2021
Q3 | $338K | Buy |
5,689
+100
| +2% | +$5.94K | 0.21% | 33 |
|
|
2021
Q2 | $318K | Hold |
5,589
| – | – | 0.2% | 33 |
|
|
2021
Q1 | $309K | Hold |
5,589
| – | – | 0.21% | 34 |
|
|
2020
Q4 | $260K | Sell |
5,589
-233
| -4% | -$10.8K | 0.13% | 48 |
|
|
2020
Q3 | $209K | Hold |
5,822
| – | – | 0.13% | 48 |
|
|
2020
Q2 | $214K | Hold |
5,822
| – | – | 0.15% | 46 |
|
|
2020
Q1 | $201K | Sell |
5,822
-180
| -3% | -$6.21K | 0.17% | 42 |
|
|
2019
Q4 | $356K | Buy |
+6,002
| New | +$356K | 0.25% | 29 |
|