Insigneo 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 | $272K | Buy |
6,019
+376
| +7% | +$17K | 0.02% | 478 |
|
2025
Q1 | $238K | Sell |
5,643
-5,081
| -47% | -$215K | 0.02% | 475 |
|
2024
Q4 | $513K | Sell |
10,724
-9,403
| -47% | -$450K | 0.05% | 291 |
|
2024
Q3 | $920K | Buy |
20,127
+3,144
| +19% | +$144K | 0.09% | 187 |
|
2024
Q2 | $693K | Sell |
16,983
-2,186
| -11% | -$89.2K | 0.08% | 222 |
|
2024
Q1 | $866K | Sell |
19,169
-873
| -4% | -$39.5K | 0.1% | 181 |
|
2023
Q4 | $877K | Buy |
20,042
+9,922
| +98% | +$434K | 0.12% | 158 |
|
2023
Q3 | $340K | Sell |
10,120
-615
| -6% | -$20.7K | 0.07% | 262 |
|
2023
Q2 | $360K | Buy |
+10,735
| New | +$360K | 0.07% | 247 |
|