InceptionR’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 | $677K | Sell |
14,952
-23,685
| -61% | -$1.07M | 0.16% | 236 |
|
2025
Q1 | $1.63M | Buy |
+38,637
| New | +$1.63M | 0.49% | 24 |
|
2024
Q4 | – | Sell |
-18,535
| Closed | -$848K | – | 878 |
|
2024
Q3 | $848K | Sell |
18,535
-13,038
| -41% | -$596K | 0.21% | 175 |
|
2024
Q2 | $1.25M | Buy |
31,573
+5,337
| +20% | +$212K | 0.35% | 73 |
|
2024
Q1 | $1.17M | Buy |
26,236
+12,036
| +85% | +$538K | 0.3% | 107 |
|
2023
Q4 | $615K | Sell |
14,200
-8,981
| -39% | -$389K | 0.44% | 62 |
|
2023
Q3 | $766K | Buy |
23,181
+1,767
| +8% | +$58.4K | 0.43% | 54 |
|
2023
Q2 | $708K | Buy |
+21,414
| New | +$708K | 0.38% | 72 |
|
2023
Q1 | – | Sell |
-15,256
| Closed | -$665K | – | 598 |
|
2022
Q4 | $665K | Buy |
+15,256
| New | +$665K | 0.35% | 94 |
|