JFA
JNBA Financial Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Hold |
7,174
| – | – | 0.03% | 156 |
|
|
2025
Q1 | $303K | Hold |
7,174
| – | – | 0.03% | 156 |
|
|
2024
Q4 | $343K | Buy |
7,174
+491
| +7% | +$23.5K | 0.04% | 151 |
|
|
2024
Q3 | $306K | Hold |
6,683
| – | – | 0.03% | 160 |
|
|
2024
Q2 | $265K | Hold |
6,683
| – | – | 0.03% | 168 |
|
|
2024
Q1 | $299K | Hold |
6,683
| – | – | 0.03% | 169 |
|
|
2023
Q4 | $289K | Sell |
6,683
-29
| -0.4% | -$1.26K | 0.03% | 172 |
|
|
2023
Q3 | $222K | Sell |
6,712
-1,471
| -18% | -$48.6K | 0.03% | 183 |
|
|
2023
Q2 | $270K | Buy |
8,183
+1,472
| +22% | +$48.6K | 0.03% | 173 |
|
|
2023
Q1 | $242K | Sell |
6,711
-10
| -0.1% | -$361 | 0.03% | 180 |
|
|
2022
Q4 | $293K | Hold |
6,721
| – | – | 0.04% | 160 |
|
|
2022
Q3 | $271K | Hold |
6,721
| – | – | 0.04% | 164 |
|
|
2022
Q2 | $309K | Hold |
6,721
| – | – | 0.05% | 149 |
|
|
2022
Q1 | $357K | Sell |
6,721
-5,119
| -43% | -$272K | 0.05% | 147 |
|
|
2021
Q4 | $665K | Buy |
11,840
+49
| +0.4% | +$2.75K | 0.08% | 114 |
|
|
2021
Q3 | $701K | Sell |
11,791
-22
| -0.2% | -$1.31K | 0.09% | 108 |
|
|
2021
Q2 | $673K | Hold |
11,813
| – | – | 0.09% | 106 |
|
|
2021
Q1 | $653K | Buy |
11,813
+191
| +2% | +$10.6K | 0.09% | 104 |
|
|
2020
Q4 | $541K | Buy |
11,622
+104
| +0.9% | +$4.84K | 0.09% | 104 |
|
|
2020
Q3 | $413K | Sell |
11,518
-8,084
| -41% | -$290K | 0.08% | 107 |
|
|
2020
Q2 | $722K | Hold |
19,602
| – | – | 0.15% | 87 |
|
|
2020
Q1 | $675K | Buy |
19,602
+650
| +3% | +$22.4K | 0.16% | 82 |
|
|
2019
Q4 | $1.12M | Sell |
18,952
-150
| -0.8% | -$8.9K | 0.21% | 74 |
|
|
2019
Q3 | $1.06M | Sell |
19,102
-100
| -0.5% | -$5.53K | 0.22% | 70 |
|
|
2019
Q2 | $1.01M | Buy |
19,202
+100
| +0.5% | +$5.24K | 0.21% | 69 |
|
|
2019
Q1 | $921K | Hold |
19,102
| – | – | 0.2% | 69 |
|
|
2018
Q4 | $873K | Buy |
19,102
+18,957
| +13,074% | +$866K | 0.2% | 62 |
|
|
2018
Q3 | $8K | Sell |
145
-6,048
| -98% | -$334K | ﹤0.01% | 399 |
|
|
2018
Q2 | $310K | Hold |
6,193
| – | – | 0.07% | 107 |
|
|
2018
Q1 | $313K | Sell |
6,193
-350
| -5% | -$17.7K | 0.07% | 101 |
|
|
2017
Q4 | $351K | Sell |
6,543
-266
| -4% | -$14.3K | 0.07% | 97 |
|
|
2017
Q3 | $365K | Buy |
6,809
+266
| +4% | +$14.3K | 0.08% | 90 |
|
|
2017
Q2 | $340K | Hold |
6,543
| – | – | 0.08% | 93 |
|
|
2017
Q1 | $337K | Sell |
6,543
-19
| -0.3% | -$979 | 0.08% | 90 |
|
|
2016
Q4 | $337K | Sell |
6,562
-121
| -2% | -$6.21K | 0.08% | 87 |
|
|
2016
Q3 | $287K | Sell |
6,683
-960
| -13% | -$41.2K | 0.04% | 173 |
|
|
2016
Q2 | $308K | Hold |
7,643
| – | – | 0.09% | 88 |
|
|
2016
Q1 | $310K | Hold |
7,643
| – | – | 0.11% | 76 |
|
|
2015
Q4 | $326K | Hold |
7,643
| – | – | 0.12% | 76 |
|
|
2015
Q3 | $313K | Buy |
7,643
+1,838
| +32% | +$75.3K | 0.13% | 69 |
|
|
2015
Q2 | $252K | Hold |
5,805
| – | – | 0.1% | 88 |
|
|
2015
Q1 | $254K | Hold |
5,805
| – | – | 0.1% | 85 |
|
|
2014
Q4 | $261K | Sell |
5,805
-605
| -9% | -$27.2K | 0.11% | 81 |
|
|
2014
Q3 | $268K | Sell |
6,410
-1,100
| -15% | -$46K | 0.12% | 79 |
|
|
2014
Q2 | $325K | Buy |
7,510
+1,155
| +18% | +$50K | 0.16% | 65 |
|
|
2014
Q1 | $272K | Buy |
6,355
+2,650
| +72% | +$113K | 0.14% | 73 |
|
|
2013
Q4 | $150K | Buy |
3,705
+800
| +28% | +$32.4K | 0.08% | 96 |
|
|
2013
Q3 | $106K | Hold |
2,905
| – | – | 0.07% | 111 |
|
|
2013
Q2 | $105K | Buy |
+2,905
| New | +$105K | 0.07% | 105 |
|