Jackson Grant Investment Advisers’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 | $72.4K | Hold |
1,600
| – | – | 0.03% | 159 |
|
|
2025
Q1 | $67.6K | Hold |
1,600
| – | – | 0.03% | 157 |
|
|
2024
Q4 | $76.5K | Hold |
1,600
| – | – | 0.03% | 152 |
|
|
2024
Q3 | $73.2K | Hold |
1,600
| – | – | 0.03% | 158 |
|
|
2024
Q2 | $63.5K | Hold |
1,600
| – | – | 0.03% | 163 |
|
|
2024
Q1 | $71.5K | Hold |
1,600
| – | – | 0.03% | 151 |
|
|
2023
Q4 | $69.3K | Hold |
1,600
| – | – | 0.03% | 152 |
|
|
2023
Q3 | $52.9K | Hold |
1,600
| – | – | 0.03% | 160 |
|
|
2023
Q2 | $52.9K | Hold |
1,600
| – | – | 0.02% | 166 |
|
|
2023
Q1 | $57.7K | Hold |
1,600
| – | – | 0.03% | 170 |
|
|
2022
Q4 | $69.8K | Hold |
1,600
| – | – | 0.03% | 156 |
|
|
2022
Q3 | $65K | Hold |
1,600
| – | – | 0.03% | 155 |
|
|
2022
Q2 | $74K | Hold |
1,600
| – | – | 0.04% | 151 |
|
|
2022
Q1 | $85K | Buy |
+1,600
| New | +$85K | 0.04% | 156 |
|
|
2021
Q4 | – | Sell |
-1,600
| Closed | -$95K | – | 314 |
|
|
2021
Q3 | $95K | Hold |
1,600
| – | – | 0.04% | 150 |
|
|
2021
Q2 | $91K | Hold |
1,600
| – | – | 0.04% | 153 |
|
|
2021
Q1 | $89K | Hold |
1,600
| – | – | 0.04% | 148 |
|
|
2020
Q4 | $75K | Hold |
1,600
| – | – | 0.04% | 154 |
|
|
2020
Q3 | $57K | Hold |
1,600
| – | – | 0.03% | 141 |
|
|
2020
Q2 | $59K | Hold |
1,600
| – | – | 0.04% | 134 |
|
|
2020
Q1 | $55K | Buy |
1,600
+12
| +0.8% | +$413 | 0.04% | 132 |
|
|
2019
Q4 | $94K | Buy |
1,588
+12
| +0.8% | +$710 | 0.05% | 123 |
|
|
2019
Q3 | $87K | Sell |
1,576
-45
| -3% | -$2.48K | 0.05% | 126 |
|
|
2019
Q2 | $85K | Buy |
1,621
+12
| +0.7% | +$629 | 0.05% | 125 |
|
|
2019
Q1 | $78K | Sell |
1,609
-26
| -2% | -$1.26K | 0.05% | 125 |
|
|
2018
Q4 | $75K | Buy |
1,635
+104
| +7% | +$4.77K | 0.05% | 127 |
|
|
2018
Q3 | $81K | Buy |
1,531
+9
| +0.6% | +$476 | 0.05% | 128 |
|
|
2018
Q2 | $76K | Buy |
1,522
+9
| +0.6% | +$449 | 0.05% | 131 |
|
|
2018
Q1 | $76K | Buy |
1,513
+8
| +0.5% | +$402 | 0.05% | 129 |
|
|
2017
Q4 | $81K | Buy |
+1,505
| New | +$81K | 0.05% | 128 |
|