J.W. Cole Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
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|
2025
Q1 | $1.83M | Buy |
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|
2024
Q4 | $724K | Buy |
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|
2024
Q3 | $652K | Buy |
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|
2024
Q2 | $528K | Sell |
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|
2024
Q1 | $605K | Buy |
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|
2023
Q4 | $562K | Buy |
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|
2023
Q3 | $396K | Buy |
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|
2023
Q2 | $366K | Sell |
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|
2023
Q1 | $458K | Buy |
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|
2022
Q4 | $526K | Buy |
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|
2022
Q3 | $486K | Buy |
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|
2022
Q2 | $503K | Sell |
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|
2022
Q1 | $636K | Buy |
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|
2021
Q4 | $611K | Sell |
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|
2021
Q3 | $700K | Sell |
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|
2021
Q2 | $675K | Buy |
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|
2021
Q1 | $640K | Sell |
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|
2020
Q4 | $580K | Sell |
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|
2020
Q3 | $1.14M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $694K | Buy |
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