IFP 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 | $716K | Sell |
14,389
-2,338
| -14% | -$116K | 0.02% | 701 |
|
|
2025
Q1 | $706K | Buy |
16,727
+3,123
| +23% | +$132K | 0.02% | 654 |
|
|
2024
Q4 | $651K | Buy |
13,604
+1,760
| +15% | +$84.2K | 0.02% | 648 |
|
|
2024
Q3 | $542K | Sell |
11,844
-776
| -6% | -$35.5K | 0.02% | 671 |
|
|
2024
Q2 | $501K | Sell |
12,620
-675
| -5% | -$26.8K | 0.02% | 656 |
|
|
2024
Q1 | $594K | Buy |
13,295
+1,555
| +13% | +$69.5K | 0.03% | 559 |
|
|
2023
Q4 | $508K | Sell |
11,740
-497
| -4% | -$21.5K | 0.02% | 579 |
|
|
2023
Q3 | $405K | Buy |
12,237
+1,974
| +19% | +$65.3K | 0.02% | 669 |
|
|
2023
Q2 | $339K | Buy |
10,263
+2,028
| +25% | +$67K | 0.01% | 797 |
|
|
2023
Q1 | $358K | Sell |
8,235
-13,166
| -62% | -$572K | 0.02% | 709 |
|
|
2022
Q4 | $941K | Buy |
21,401
+4,113
| +24% | +$181K | 0.03% | 642 |
|
|
2022
Q3 | $763K | Buy |
17,288
+1,910
| +12% | +$84.3K | 0.02% | 734 |
|
|
2022
Q2 | $681K | Hold |
15,378
| – | – | 0.02% | 707 |
|
|
2022
Q1 | $681K | Buy |
15,378
+6,854
| +80% | +$304K | 0.02% | 707 |
|
|
2021
Q4 | $481K | Buy |
8,524
+3,008
| +55% | +$170K | 0.01% | 599 |
|
|
2021
Q3 | $330K | Buy |
5,516
+138
| +3% | +$8.26K | 0.01% | 705 |
|
|
2021
Q2 | $309K | Sell |
5,378
-598
| -10% | -$34.4K | 0.01% | 711 |
|
|
2021
Q1 | $331K | Buy |
5,976
+214
| +4% | +$11.9K | 0.01% | 649 |
|
|
2020
Q4 | $268K | Buy |
5,762
+174
| +3% | +$8.09K | 0.01% | 700 |
|
|
2020
Q3 | $203K | Buy |
5,588
+78
| +1% | +$2.83K | 0.01% | 702 |
|
|
2020
Q2 | $201K | Sell |
5,510
-147
| -3% | -$5.36K | 0.02% | 666 |
|
|
2020
Q1 | $209K | Sell |
5,657
-349
| -6% | -$12.9K | 0.02% | 566 |
|
|
2019
Q4 | $357K | Sell |
6,006
-4,210
| -41% | -$250K | 0.03% | 500 |
|
|
2019
Q3 | $569K | Buy |
+10,216
| New | +$569K | 0.04% | 455 |
|
|
2019
Q1 | $536K | Sell |
11,122
-19,919
| -64% | -$960K | 0.07% | 274 |
|
|
2018
Q4 | $1.4M | Sell |
31,041
-14,782
| -32% | -$668K | 0.09% | 259 |
|
|
2018
Q3 | $2.42M | Buy |
45,823
+4,107
| +10% | +$217K | 0.1% | 223 |
|
|
2018
Q2 | $2.09M | Buy |
41,716
+9,189
| +28% | +$460K | 0.09% | 241 |
|
|
2018
Q1 | $1.74M | Hold |
32,527
| – | – | 0.08% | 256 |
|
|
2017
Q4 | $1.74M | Sell |
32,527
-116,199
| -78% | -$6.23M | 0.08% | 256 |
|
|
2017
Q3 | $7.97M | Sell |
148,726
-9,323
| -6% | -$500K | 0.32% | 64 |
|
|
2017
Q2 | $8.21M | Buy |
158,049
+6,261
| +4% | +$325K | 0.35% | 55 |
|
|
2017
Q1 | $7.82M | Buy |
151,788
+756
| +0.5% | +$38.9K | 0.34% | 59 |
|
|
2016
Q4 | $7.76M | Buy |
151,032
+7,387
| +5% | +$379K | 0.37% | 53 |
|
|
2016
Q3 | $6.16M | Buy |
143,645
+32
| +0% | +$1.37K | 0.32% | 59 |
|
|
2016
Q2 | $5.79M | Buy |
143,613
+132,491
| +1,191% | +$5.34M | 0.32% | 62 |
|
|
2016
Q1 | $536K | Sell |
11,122
-131,180
| -92% | -$6.32M | 0.07% | 274 |
|
|
2015
Q4 | $6.07M | Buy |
+142,302
| New | +$6.07M | 0.41% | 53 |
|