KCM Investment Advisors’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 | $909K | Sell |
20,085
-4,975
| -20% | -$225K | 0.03% | 218 |
|
|
2025
Q1 | $1.06M | Sell |
25,060
-27,983
| -53% | -$1.18M | 0.04% | 198 |
|
|
2024
Q4 | $2.54M | Sell |
53,043
-28,191
| -35% | -$1.35M | 0.09% | 139 |
|
|
2024
Q3 | $3.71M | Sell |
81,234
-25,693
| -24% | -$1.17M | 0.13% | 116 |
|
|
2024
Q2 | $4.25M | Sell |
106,927
-3,669
| -3% | -$146K | 0.15% | 101 |
|
|
2024
Q1 | $4.94M | Sell |
110,596
-2,402
| -2% | -$107K | 0.18% | 98 |
|
|
2023
Q4 | $4.89M | Sell |
112,998
-4,000
| -3% | -$173K | 0.19% | 96 |
|
|
2023
Q3 | $3.87M | Sell |
116,998
-14,942
| -11% | -$494K | 0.17% | 104 |
|
|
2023
Q2 | $4.36M | Sell |
131,940
-11,552
| -8% | -$382K | 0.17% | 106 |
|
|
2023
Q1 | $5.17M | Buy |
143,492
+7,837
| +6% | +$283K | 0.21% | 100 |
|
|
2022
Q4 | $5.92M | Sell |
135,655
-7,031
| -5% | -$307K | 0.25% | 88 |
|
|
2022
Q3 | $5.75M | Sell |
142,686
-2,102
| -1% | -$84.8K | 0.27% | 87 |
|
|
2022
Q2 | $6.66M | Buy |
144,788
+5,952
| +4% | +$274K | 0.29% | 82 |
|
|
2022
Q1 | $7.38M | Buy |
138,836
+7,223
| +5% | +$384K | 0.27% | 83 |
|
|
2021
Q4 | $7.39M | Buy |
131,613
+4,294
| +3% | +$241K | 0.26% | 90 |
|
|
2021
Q3 | $7.57M | Buy |
127,319
+9,852
| +8% | +$586K | 0.3% | 76 |
|
|
2021
Q2 | $6.69M | Buy |
117,467
+8,012
| +7% | +$456K | 0.27% | 82 |
|
|
2021
Q1 | $6.05M | Buy |
109,455
+1,735
| +2% | +$96K | 0.27% | 87 |
|
|
2020
Q4 | $5.02M | Sell |
107,720
-6,891
| -6% | -$321K | 0.24% | 91 |
|
|
2020
Q3 | $4.11M | Sell |
114,611
-10,820
| -9% | -$388K | 0.23% | 87 |
|
|
2020
Q2 | $4.62M | Buy |
125,431
+6,310
| +5% | +$232K | 0.26% | 79 |
|
|
2020
Q1 | $4.1M | Sell |
119,121
-6,419
| -5% | -$221K | 0.28% | 81 |
|
|
2019
Q4 | $7.44M | Sell |
125,540
-1,097
| -0.9% | -$65K | 0.4% | 68 |
|
|
2019
Q3 | $7.01M | Sell |
126,637
-8,623
| -6% | -$477K | 0.41% | 70 |
|
|
2019
Q2 | $7.09M | Buy |
135,260
+3,040
| +2% | +$159K | 0.42% | 69 |
|
|
2019
Q1 | $6.37M | Buy |
132,220
+6,881
| +5% | +$332K | 0.41% | 70 |
|
|
2018
Q4 | $5.73M | Sell |
125,339
-2,757
| -2% | -$126K | 0.38% | 70 |
|
|
2018
Q3 | $6.77M | Buy |
128,096
+2,806
| +2% | +$148K | 0.39% | 69 |
|
|
2018
Q2 | $6.27M | Buy |
125,290
+5,519
| +5% | +$276K | 0.39% | 68 |
|
|
2018
Q1 | $6.05M | Buy |
119,771
+9,960
| +9% | +$503K | 0.37% | 71 |
|
|
2017
Q4 | $5.88M | Buy |
109,811
+8,278
| +8% | +$444K | 0.34% | 76 |
|
|
2017
Q3 | $5.44M | Buy |
101,533
+4,587
| +5% | +$246K | 0.33% | 79 |
|
|
2017
Q2 | $5.03M | Buy |
96,946
+16,843
| +21% | +$874K | 0.32% | 86 |
|
|
2017
Q1 | $4.13M | Buy |
80,103
+6,538
| +9% | +$337K | 0.26% | 102 |
|
|
2016
Q4 | $3.78M | Buy |
73,565
+5,559
| +8% | +$286K | 0.25% | 106 |
|
|
2016
Q3 | $2.92M | Buy |
68,006
+5,351
| +9% | +$230K | 0.2% | 124 |
|
|
2016
Q2 | $2.53M | Buy |
62,655
+10,063
| +19% | +$406K | 0.18% | 144 |
|
|
2016
Q1 | $2.14M | Buy |
52,592
+2,529
| +5% | +$103K | 0.16% | 156 |
|
|
2015
Q4 | $2.14M | Buy |
50,063
+153
| +0.3% | +$6.53K | 0.17% | 157 |
|
|
2015
Q3 | $2.05M | Buy |
49,910
+2,363
| +5% | +$96.9K | 0.17% | 164 |
|
|
2015
Q2 | $2.06M | Buy |
47,547
+196
| +0.4% | +$8.51K | 0.16% | 168 |
|
|
2015
Q1 | $2.07M | Sell |
47,351
-72
| -0.2% | -$3.15K | 0.17% | 163 |
|
|
2014
Q4 | $2.13M | Buy |
47,423
+2,367
| +5% | +$106K | 0.18% | 150 |
|
|
2014
Q3 | $1.89M | Buy |
45,056
+16,304
| +57% | +$682K | 0.17% | 158 |
|
|
2014
Q2 | $1.25M | Buy |
28,752
+17,603
| +158% | +$763K | 0.12% | 209 |
|
|
2014
Q1 | $478K | Sell |
11,149
-411
| -4% | -$17.6K | 0.05% | 295 |
|
|
2013
Q4 | $467K | Buy |
11,560
+1,409
| +14% | +$56.9K | 0.05% | 292 |
|
|
2013
Q3 | $371K | Buy |
10,151
+2,325
| +30% | +$85K | 0.04% | 332 |
|
|
2013
Q2 | $283K | Buy |
+7,826
| New | +$283K | 0.03% | 362 |
|