Guardian Wealth Advisors (North Carolina)’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 | $267K | Sell |
5,879
-391
| -6% | -$17.7K | 0.02% | 283 |
|
|
2025
Q1 | $265K | Sell |
6,270
-95
| -1% | -$4.02K | 0.02% | 268 |
|
|
2024
Q4 | $304K | Buy |
6,365
+1,711
| +37% | +$81.8K | 0.02% | 244 |
|
|
2024
Q3 | $213K | Sell |
4,654
-575
| -11% | -$26.3K | 0.02% | 259 |
|
|
2024
Q2 | $208K | Sell |
5,229
-4
| -0.1% | -$159 | 0.02% | 253 |
|
|
2024
Q1 | $234K | Sell |
5,233
-48
| -0.9% | -$2.15K | 0.03% | 246 |
|
|
2023
Q4 | $229K | Sell |
5,281
-1,143
| -18% | -$49.5K | 0.03% | 227 |
|
|
2023
Q3 | $215K | Sell |
6,424
-203
| -3% | -$6.81K | 0.04% | 225 |
|
|
2023
Q2 | $222K | Buy |
6,627
+204
| +3% | +$6.84K | 0.04% | 212 |
|
|
2023
Q1 | $234K | Buy |
6,423
+1,363
| +27% | +$49.7K | 0.04% | 193 |
|
|
2022
Q4 | $221K | Hold |
5,060
| – | – | 0.04% | 185 |
|
|
2022
Q3 | $206K | Buy |
+5,060
| New | +$206K | 0.04% | 182 |
|