Global Retirement Partners’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 | $1.91M | Buy |
+42,224
| New | +$1.91M | 0.05% | 353 |
|
|
2024
Q4 | $1.87M | Buy |
39,160
+1,649
| +4% | +$78.9K | 0.05% | 310 |
|
|
2024
Q3 | $1.72M | Sell |
37,511
-8,625
| -19% | -$394K | 0.05% | 321 |
|
|
2024
Q2 | $1.83M | Buy |
46,136
+18,321
| +66% | +$727K | 0.06% | 286 |
|
|
2024
Q1 | $1.24M | Sell |
27,815
-1,071
| -4% | -$47.9K | 0.05% | 324 |
|
|
2023
Q4 | $1.2M | Buy |
28,886
+1,352
| +5% | +$55.9K | 0.05% | 305 |
|
|
2023
Q3 | $860K | Buy |
27,534
+2,413
| +10% | +$75.4K | 0.04% | 334 |
|
|
2023
Q2 | $830K | Buy |
25,121
+1,716
| +7% | +$56.7K | 0.04% | 343 |
|
|
2023
Q1 | $697K | Buy |
23,405
+7,788
| +50% | +$232K | 0.04% | 373 |
|
|
2022
Q4 | $681K | Buy |
15,617
+49
| +0.3% | +$2.14K | 0.05% | 320 |
|
|
2022
Q3 | $661K | Sell |
15,568
-536
| -3% | -$22.8K | 0.05% | 317 |
|
|
2022
Q2 | $741K | Buy |
16,104
+47
| +0.3% | +$2.16K | 0.06% | 291 |
|
|
2022
Q1 | $820K | Buy |
+16,057
| New | +$820K | 0.06% | 278 |
|
|
2021
Q4 | – | Sell |
-14,152
| Closed | -$841K | – | 1714 |
|
|
2021
Q3 | $841K | Buy |
14,152
+350
| +3% | +$20.8K | 0.08% | 211 |
|
|
2021
Q2 | $786K | Buy |
13,802
+1,428
| +12% | +$81.3K | 0.08% | 222 |
|
|
2021
Q1 | $684K | Buy |
12,374
+874
| +8% | +$48.3K | 0.08% | 214 |
|
|
2020
Q4 | $536K | Sell |
11,500
-10,559
| -48% | -$492K | 0.07% | 230 |
|
|
2020
Q3 | $791K | Sell |
22,059
-1,045
| -5% | -$37.5K | 0.12% | 175 |
|
|
2020
Q2 | $851K | Buy |
23,104
+194
| +0.8% | +$7.15K | 0.14% | 150 |
|
|
2020
Q1 | $789K | Sell |
22,910
-163
| -0.7% | -$5.61K | 0.15% | 140 |
|
|
2019
Q4 | $1.37M | Sell |
23,073
-58
| -0.3% | -$3.44K | 0.21% | 105 |
|
|
2019
Q3 | $1.28M | Buy |
23,131
+9,445
| +69% | +$523K | 0.21% | 112 |
|
|
2019
Q2 | $717K | Sell |
13,686
-174
| -1% | -$9.12K | 0.14% | 143 |
|
|
2019
Q1 | $668K | Buy |
13,860
+371
| +3% | +$17.9K | 0.16% | 115 |
|
|
2018
Q4 | $616K | Buy |
13,489
+5,770
| +75% | +$263K | 0.16% | 128 |
|
|
2018
Q3 | $408K | Buy |
7,719
+131
| +2% | +$6.92K | 0.09% | 196 |
|
|
2018
Q2 | $380K | Buy |
7,588
+327
| +5% | +$16.4K | 0.1% | 200 |
|
|
2018
Q1 | $367K | Sell |
7,261
-558
| -7% | -$28.2K | 0.1% | 195 |
|
|
2017
Q4 | $419K | Buy |
7,819
+6,373
| +441% | +$342K | 0.12% | 166 |
|
|
2017
Q3 | $78K | Sell |
1,446
-83
| -5% | -$4.48K | 0.03% | 356 |
|
|
2017
Q2 | $79K | Buy |
1,529
+141
| +10% | +$7.29K | 0.04% | 334 |
|
|
2017
Q1 | $71K | Buy |
1,388
+91
| +7% | +$4.66K | 0.04% | 333 |
|
|
2016
Q4 | $67K | Buy |
+1,297
| New | +$67K | 0.05% | 313 |
|