Kestra Private Wealth Services’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 | $1.25M | Sell |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $992K | Buy |
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|
2023
Q3 | $652K | Buy |
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|
2023
Q2 | $649K | Sell |
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|
2023
Q1 | $835K | Buy |
|
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|
2022
Q4 | $825K | Sell |
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|
2022
Q3 | $770K | Buy |
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|
2022
Q2 | $766K | Buy |
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|
2022
Q1 | $855K | Sell |
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|
2021
Q4 | $927K | Buy |
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|
2021
Q3 | $950K | Sell |
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|
2021
Q2 | $968K | Buy |
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|
2021
Q1 | $931K | Buy |
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|
2020
Q4 | $665K | Sell |
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|
2020
Q3 | $761K | Buy |
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