JNBA Financial 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 | $325K | Hold |
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|
2025
Q1 | $303K | Hold |
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|
2024
Q4 | $343K | Buy |
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|
2024
Q3 | $306K | Hold |
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|
2024
Q2 | $265K | Hold |
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|
2024
Q1 | $299K | Hold |
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|
2023
Q4 | $289K | Sell |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $270K | Buy |
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|
2023
Q1 | $242K | Sell |
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|
2022
Q4 | $293K | Hold |
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|
2022
Q3 | $271K | Hold |
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|
2022
Q2 | $309K | Hold |
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|
2022
Q1 | $357K | Sell |
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|
2021
Q4 | $665K | Buy |
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|
2021
Q3 | $701K | Sell |
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|
2021
Q2 | $673K | Hold |
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|
2021
Q1 | $653K | Buy |
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|
2020
Q4 | $541K | Buy |
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|
2020
Q3 | $413K | Sell |
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|
2020
Q2 | $722K | Hold |
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|
2020
Q1 | $675K | Buy |
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|
2019
Q4 | $1.12M | Sell |
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|
2019
Q3 | $1.06M | Sell |
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|
2019
Q2 | $1.01M | Buy |
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|
2019
Q1 | $921K | Hold |
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|
2018
Q4 | $873K | Buy |
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|
2018
Q3 | $8K | Sell |
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|
2018
Q2 | $310K | Hold |
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|
2018
Q1 | $313K | Sell |
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|
2017
Q4 | $351K | Sell |
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|
2017
Q3 | $365K | Buy |
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|
2017
Q2 | $340K | Hold |
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|
2017
Q1 | $337K | Sell |
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|
2016
Q4 | $337K | Sell |
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|
2016
Q3 | $287K | Sell |
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|
2016
Q2 | $308K | Hold |
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|
2016
Q1 | $310K | Hold |
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|
2015
Q4 | $326K | Hold |
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|
2015
Q3 | $313K | Buy |
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|
2015
Q2 | $252K | Hold |
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|
2015
Q1 | $254K | Hold |
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|
2014
Q4 | $261K | Sell |
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|
2014
Q3 | $268K | Sell |
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|
2014
Q2 | $325K | Buy |
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|
2014
Q1 | $272K | Buy |
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|
2013
Q4 | $150K | Buy |
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|
2013
Q3 | $106K | Hold |
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|
2013
Q2 | $105K | Buy |
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