Laraway Financial 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 | $326K | Hold |
7,198
| – | – | 0.25% | 95 |
|
2025
Q1 | $304K | Hold |
7,198
| – | – | 0.24% | 95 |
|
2024
Q4 | $344K | Hold |
7,198
| – | – | 0.27% | 85 |
|
2024
Q3 | $329K | Sell |
7,198
-300
| -4% | -$13.7K | 0.26% | 90 |
|
2024
Q2 | $298K | Hold |
7,498
| – | – | 0.25% | 87 |
|
2024
Q1 | $335K | Buy |
7,498
+260
| +4% | +$11.6K | 0.3% | 83 |
|
2023
Q4 | $313K | Hold |
7,238
| – | – | 0.3% | 82 |
|
2023
Q3 | $239K | Sell |
7,238
-274
| -4% | -$9.06K | 0.25% | 93 |
|
2023
Q2 | $248K | Buy |
7,512
+1
| +0% | +$33 | 0.25% | 92 |
|
2023
Q1 | $271K | Sell |
7,511
-499
| -6% | -$18K | 0.27% | 92 |
|
2022
Q4 | $349K | Hold |
8,010
| – | – | 0.37% | 83 |
|
2022
Q3 | $323K | Hold |
8,010
| – | – | 0.36% | 83 |
|
2022
Q2 | $369K | Sell |
8,010
-170
| -2% | -$7.83K | 0.39% | 77 |
|
2022
Q1 | $435K | Hold |
8,180
| – | – | 0.4% | 77 |
|
2021
Q4 | $459K | Buy |
+8,180
| New | +$459K | 0.41% | 76 |
|