Gladstone Institutional Advisory’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 | $276K | Sell |
6,091
-30
| -0.5% | -$1.36K | 0.01% | 627 |
|
|
2025
Q1 | $258K | Sell |
6,121
-968
| -14% | -$40.9K | 0.01% | 623 |
|
|
2024
Q4 | $339K | Buy |
7,089
+120
| +2% | +$5.74K | 0.02% | 553 |
|
|
2024
Q3 | $319K | Sell |
6,969
-51
| -0.7% | -$2.33K | 0.02% | 564 |
|
|
2024
Q2 | $279K | Buy |
7,020
+187
| +3% | +$7.42K | 0.01% | 560 |
|
|
2024
Q1 | $305K | Sell |
6,833
-1,882
| -22% | -$84.1K | 0.02% | 526 |
|
|
2023
Q4 | $377K | Sell |
8,715
-1,436
| -14% | -$62.2K | 0.02% | 474 |
|
|
2023
Q3 | $336K | Sell |
10,151
-349
| -3% | -$11.5K | 0.02% | 468 |
|
|
2023
Q2 | $347K | Sell |
10,500
-1,298
| -11% | -$42.9K | 0.02% | 485 |
|
|
2023
Q1 | $425K | Buy |
11,798
+183
| +2% | +$6.6K | 0.03% | 445 |
|
|
2022
Q4 | $507K | Buy |
11,615
+101
| +0.9% | +$4.41K | 0.04% | 390 |
|
|
2022
Q3 | $464K | Buy |
11,514
+1,688
| +17% | +$68K | 0.04% | 411 |
|
|
2022
Q2 | $452K | Sell |
9,826
-7,130
| -42% | -$328K | 0.04% | 430 |
|
|
2022
Q1 | $901K | Buy |
16,956
+4,435
| +35% | +$236K | 0.06% | 313 |
|
|
2021
Q4 | $703K | Buy |
12,521
+5,177
| +70% | +$291K | 0.05% | 315 |
|
|
2021
Q3 | $437K | Sell |
7,344
-9,073
| -55% | -$540K | 0.04% | 361 |
|
|
2021
Q2 | $935K | Buy |
16,417
+3,338
| +26% | +$190K | 0.11% | 201 |
|
|
2021
Q1 | $723K | Buy |
+13,079
| New | +$723K | 0.11% | 187 |
|