IAA
Independent Advisor Alliance’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Buy |
72,762
+1,642
| +2% | +$74.3K | 0.09% | 189 |
|
|
2025
Q1 | $3M | Buy |
71,120
+4,632
| +7% | +$196K | 0.1% | 186 |
|
|
2024
Q4 | $3.18M | Buy |
66,488
+9,712
| +17% | +$465K | 0.04% | 380 |
|
|
2024
Q3 | $2.6M | Buy |
56,776
+2,475
| +5% | +$113K | 0.09% | 182 |
|
|
2024
Q2 | $2.16M | Buy |
54,301
+8,749
| +19% | +$347K | 0.07% | 213 |
|
|
2024
Q1 | $2.04M | Buy |
45,552
+2,431
| +6% | +$109K | 0.07% | 214 |
|
|
2023
Q4 | $1.87M | Sell |
43,121
-6,839
| -14% | -$296K | 0.07% | 219 |
|
|
2023
Q3 | $1.65M | Sell |
49,960
-3,967
| -7% | -$131K | 0.07% | 218 |
|
|
2023
Q2 | $1.78M | Buy |
53,927
+4,088
| +8% | +$135K | 0.08% | 215 |
|
|
2023
Q1 | $1.8M | Buy |
49,839
+1,755
| +4% | +$63.3K | 0.09% | 206 |
|
|
2022
Q4 | $2.1K | Buy |
48,084
+1,678
| +4% | +$73 | ﹤0.01% | 249 |
|
|
2022
Q3 | $1.87M | Buy |
46,406
+3,135
| +7% | +$126K | 0.11% | 176 |
|
|
2022
Q2 | $1.99M | Buy |
43,271
+3,719
| +9% | +$171K | 0.11% | 168 |
|
|
2022
Q1 | $2.1M | Buy |
39,552
+7,319
| +23% | +$389K | 0.1% | 179 |
|
|
2021
Q4 | $1.81M | Sell |
32,233
-3,947
| -11% | -$222K | 0.09% | 176 |
|
|
2021
Q3 | $2.15M | Buy |
36,180
+8,899
| +33% | +$529K | 0.12% | 153 |
|
|
2021
Q2 | $1.55M | Buy |
27,281
+4,549
| +20% | +$259K | 0.09% | 192 |
|
|
2021
Q1 | $1.26M | Sell |
22,732
-828
| -4% | -$45.8K | 0.07% | 217 |
|
|
2020
Q4 | $1.1M | Buy |
23,560
+8,523
| +57% | +$397K | 0.07% | 203 |
|
|
2020
Q3 | $539K | Sell |
15,037
-449
| -3% | -$16.1K | 0.04% | 276 |
|
|
2020
Q2 | $570K | Sell |
15,486
-3,958
| -20% | -$146K | 0.06% | 244 |
|
|
2020
Q1 | $670K | Sell |
19,444
-7,090
| -27% | -$244K | 0.1% | 177 |
|
|
2019
Q4 | $1.57M | Sell |
26,534
-2,265
| -8% | -$134K | 0.07% | 280 |
|
|
2019
Q3 | $1.59M | Sell |
28,799
-2,451
| -8% | -$136K | 0.19% | 105 |
|
|
2019
Q2 | $1.64M | Buy |
31,250
+13,303
| +74% | +$697K | 0.24% | 88 |
|
|
2019
Q1 | $865K | Sell |
17,947
-729
| -4% | -$35.1K | 0.12% | 163 |
|
|
2018
Q4 | $853K | Buy |
18,676
+11,186
| +149% | +$511K | 0.15% | 134 |
|
|
2018
Q3 | $390K | Sell |
7,490
-247
| -3% | -$12.9K | 0.07% | 215 |
|
|
2018
Q2 | $385K | Sell |
7,737
-8
| -0.1% | -$398 | 0.08% | 203 |
|
|
2018
Q1 | $385K | Buy |
7,745
+417
| +6% | +$20.7K | 0.09% | 216 |
|
|
2017
Q4 | $406K | Buy |
7,328
+746
| +11% | +$41.3K | 0.09% | 204 |
|
|
2017
Q3 | $354K | Buy |
6,582
+2,606
| +66% | +$140K | 0.1% | 184 |
|
|
2017
Q2 | $208K | Sell |
3,976
-394
| -9% | -$20.6K | 0.07% | 227 |
|
|
2017
Q1 | $223K | Buy |
4,370
+145
| +3% | +$7.4K | 0.04% | 354 |
|
|
2016
Q4 | $216K | Buy |
+4,225
| New | +$216K | 0.09% | 168 |
|