Golden State 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 | $101K | Buy |
2,222
+4
| +0.2% | +$181 | 0.01% | 479 |
|
|
2025
Q1 | $93.7K | Sell |
2,218
-129
| -5% | -$5.45K | 0.01% | 459 |
|
|
2024
Q4 | $112K | Buy |
+2,347
| New | +$112K | 0.02% | 412 |
|
|
2022
Q1 | – | Sell |
-6,518
| Closed | -$366K | – | 367 |
|
|
2021
Q4 | $366K | Buy |
+6,518
| New | +$366K | 0.06% | 259 |
|
|
2021
Q1 | – | Sell |
-7,112
| Closed | -$331K | – | 241 |
|
|
2020
Q4 | $331K | Buy |
7,112
+4,109
| +137% | +$191K | 0.1% | 165 |
|
|
2020
Q3 | $108K | Sell |
3,003
-4,507
| -60% | -$162K | 0.04% | 248 |
|
|
2020
Q2 | $277K | Buy |
7,510
+4,653
| +163% | +$172K | 0.09% | 144 |
|
|
2020
Q1 | $98K | Buy |
+2,857
| New | +$98K | 0.04% | 251 |
|
|
2019
Q4 | – | Sell |
-3,029
| Closed | -$168K | – | 873 |
|
|
2019
Q3 | $168K | Buy |
3,029
+10
| +0.3% | +$555 | 0.06% | 225 |
|
|
2019
Q2 | $158K | Buy |
3,019
+325
| +12% | +$17K | 0.05% | 256 |
|
|
2019
Q1 | $130K | Buy |
+2,694
| New | +$130K | 0.04% | 286 |
|