Heritage Wealth Advisors’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 | $22.6K | Hold |
500
| – | – | ﹤0.01% | 363 |
|
|
2025
Q1 | $21.1K | Sell |
500
-928
| -65% | -$39.2K | ﹤0.01% | 368 |
|
|
2024
Q4 | $68.3K | Hold |
1,428
| – | – | ﹤0.01% | 284 |
|
|
2024
Q3 | $65.3K | Sell |
1,428
-773
| -35% | -$35.3K | ﹤0.01% | 306 |
|
|
2024
Q2 | $87.4K | Hold |
2,201
| – | – | ﹤0.01% | 262 |
|
|
2024
Q1 | $98.4K | Sell |
2,201
-499
| -18% | -$22.3K | ﹤0.01% | 264 |
|
|
2023
Q4 | $117K | Hold |
2,700
| – | – | 0.01% | 252 |
|
|
2023
Q3 | $89.3K | Sell |
2,700
-673,302
| -100% | -$22.3M | ﹤0.01% | 259 |
|
|
2023
Q2 | $22.3M | Buy |
676,002
+70,221
| +12% | +$2.32M | 1.18% | 28 |
|
|
2023
Q1 | $21.8M | Buy |
605,781
+32,445
| +6% | +$1.17M | 1.22% | 28 |
|
|
2022
Q4 | $25M | Buy |
573,336
+31,439
| +6% | +$1.37M | 1.45% | 24 |
|
|
2022
Q3 | $21.8M | Buy |
541,897
+62,945
| +13% | +$2.54M | 1.59% | 25 |
|
|
2022
Q2 | $22M | Buy |
478,952
+143,970
| +43% | +$6.63M | 1.53% | 24 |
|
|
2022
Q1 | $17.8M | Buy |
334,982
+33,902
| +11% | +$1.8M | 0.99% | 27 |
|
|
2021
Q4 | $16.9M | Buy |
301,080
+22,649
| +8% | +$1.27M | 0.93% | 27 |
|
|
2021
Q3 | $16.5M | Buy |
278,431
+21,374
| +8% | +$1.27M | 1.01% | 24 |
|
|
2021
Q2 | $14.6M | Buy |
257,057
+34,750
| +16% | +$1.98M | 0.9% | 27 |
|
|
2021
Q1 | $12.3M | Buy |
222,307
+26,195
| +13% | +$1.45M | 0.74% | 28 |
|
|
2020
Q4 | $9.14M | Buy |
196,112
+8,424
| +4% | +$392K | 0.57% | 33 |
|
|
2020
Q3 | $6.73M | Buy |
187,688
+46,422
| +33% | +$1.66M | 0.87% | 31 |
|
|
2020
Q2 | $5.2M | Buy |
141,266
+63,747
| +82% | +$2.35M | 0.73% | 29 |
|
|
2020
Q1 | $2.67M | Buy |
77,519
+16,102
| +26% | +$555K | 0.48% | 37 |
|
|
2019
Q4 | $3.64M | Buy |
61,417
+11,051
| +22% | +$655K | 0.48% | 32 |
|
|
2019
Q3 | $2.79M | Buy |
50,366
+8,986
| +22% | +$497K | 0.41% | 32 |
|
|
2019
Q2 | $2.17M | Sell |
41,380
-1,490
| -3% | -$78.1K | 0.33% | 38 |
|
|
2019
Q1 | $2.07M | Buy |
42,870
+7,305
| +21% | +$352K | 0.34% | 35 |
|
|
2018
Q4 | $1.63M | Sell |
35,565
-1,042
| -3% | -$47.6K | 0.32% | 43 |
|
|
2018
Q3 | $1.93M | Buy |
36,607
+4,169
| +13% | +$220K | 0.38% | 40 |
|
|
2018
Q2 | $1.63M | Buy |
+32,438
| New | +$1.63M | 0.61% | 36 |
|