Hummer Financial Advisory Services’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 | $376K | Hold |
8,212
| – | – | 0.28% | 72 |
|
|
2025
Q1 | $351K | Buy |
8,212
+300
| +4% | +$12.8K | 0.28% | 70 |
|
|
2024
Q4 | $383K | Sell |
7,912
-300
| -4% | -$14.5K | 0.3% | 65 |
|
|
2024
Q3 | $380K | Hold |
8,212
| – | – | 0.3% | 70 |
|
|
2024
Q2 | $330K | Hold |
8,212
| – | – | 0.29% | 70 |
|
|
2024
Q1 | $371K | Hold |
8,212
| – | – | 0.31% | 67 |
|
|
2023
Q4 | $359K | Sell |
8,212
-200
| -2% | -$8.75K | 0.33% | 60 |
|
|
2023
Q3 | $282K | Hold |
8,412
| – | – | 0.29% | 74 |
|
|
2023
Q2 | $282K | Hold |
8,412
| – | – | 0.28% | 76 |
|
|
2023
Q1 | $307K | Sell |
8,412
-214
| -2% | -$7.82K | 0.33% | 74 |
|
|
2022
Q4 | $380K | Hold |
8,626
| – | – | 0.42% | 62 |
|
|
2022
Q3 | $352K | Sell |
8,626
-126
| -1% | -$5.14K | 0.41% | 59 |
|
|
2022
Q2 | $407K | Hold |
8,752
| – | – | 0.46% | 53 |
|
|
2022
Q1 | $469K | Buy |
8,752
+339
| +4% | +$18.2K | 0.42% | 56 |
|
|
2021
Q4 | $476K | Sell |
8,413
-340
| -4% | -$19.2K | 0.4% | 56 |
|
|
2021
Q3 | $524K | Hold |
8,753
| – | – | 0.48% | 44 |
|
|
2021
Q2 | $502K | Hold |
8,753
| – | – | 0.46% | 52 |
|
|
2021
Q1 | $488K | Buy |
8,753
+300
| +4% | +$16.7K | 0.47% | 51 |
|
|
2020
Q4 | $397K | Hold |
8,453
| – | – | 0.42% | 60 |
|
|
2020
Q3 | $307K | Sell |
8,453
-300
| -3% | -$10.9K | 0.36% | 65 |
|
|
2020
Q2 | $326K | Hold |
8,753
| – | – | 0.42% | 54 |
|
|
2020
Q1 | $305K | Buy |
8,753
+715
| +9% | +$24.9K | 0.46% | 56 |
|
|
2019
Q4 | $480K | Buy |
+8,038
| New | +$480K | 0.52% | 54 |
|