Gladstone Institutional Advisory’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 | $293K | Sell |
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|
2025
Q2 | $276K | Sell |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $339K | Buy |
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|
2024
Q3 | $319K | Sell |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $305K | Sell |
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|
2023
Q4 | $377K | Sell |
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|
2023
Q3 | $336K | Sell |
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|
2023
Q2 | $347K | Sell |
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|
2023
Q1 | $425K | Buy |
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|
2022
Q4 | $507K | Buy |
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|
2022
Q3 | $464K | Buy |
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|
2022
Q2 | $452K | Sell |
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|
2022
Q1 | $901K | Buy |
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|
2021
Q4 | $703K | Buy |
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|
2021
Q3 | $437K | Sell |
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|
2021
Q2 | $935K | Buy |
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|
2021
Q1 | $723K | Buy |
|