Key Financial Inc’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 | $83K | Hold |
1,835
| – | – | 0.02% | 408 |
|
|
2025
Q1 | $77.5K | Hold |
1,835
| – | – | 0.02% | 401 |
|
|
2024
Q4 | $87.8K | Hold |
1,835
| – | – | 0.02% | 384 |
|
|
2024
Q3 | $83.9K | Buy |
1,835
+7
| +0.4% | +$320 | 0.02% | 379 |
|
|
2024
Q2 | $72.6K | Hold |
1,828
| – | – | 0.02% | 397 |
|
|
2024
Q1 | $81.7K | Hold |
1,828
| – | – | 0.02% | 357 |
|
|
2023
Q4 | $79.1K | Sell |
1,828
-81
| -4% | -$3.51K | 0.02% | 347 |
|
|
2023
Q3 | $63.1K | Hold |
1,909
| – | – | 0.02% | 364 |
|
|
2023
Q2 | $63.1K | Hold |
1,909
| – | – | 0.02% | 370 |
|
|
2023
Q1 | $68.8K | Hold |
1,909
| – | – | 0.03% | 345 |
|
|
2022
Q4 | $77K | Hold |
1,909
| – | – | 0.04% | 294 |
|
|
2022
Q3 | $77K | Buy |
1,909
+81
| +4% | +$3.27K | 0.04% | 298 |
|
|
2022
Q2 | $85K | Hold |
1,828
| – | – | 0.05% | 270 |
|
|
2022
Q1 | $97K | Hold |
1,828
| – | – | 0.05% | 257 |
|
|
2021
Q4 | $103K | Hold |
1,828
| – | – | 0.05% | 231 |
|
|
2021
Q3 | $109K | Buy |
1,828
+50
| +3% | +$2.98K | 0.06% | 211 |
|
|
2021
Q2 | $99K | Buy |
1,778
+1,647
| +1,257% | +$91.7K | 0.06% | 232 |
|
|
2021
Q1 | $7K | Buy |
131
+59
| +82% | +$3.15K | ﹤0.01% | 553 |
|
|
2020
Q4 | $3K | Buy |
+72
| New | +$3K | ﹤0.01% | 624 |
|
|
2020
Q2 | – | Sell |
-72
| Closed | -$3K | – | 600 |
|
|
2020
Q1 | $3K | Buy |
+72
| New | +$3K | ﹤0.01% | 579 |
|