Larson Financial Group’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 | $1.36M | Buy |
30,143
+4,540
| +18% | +$205K | 0.05% | 257 |
|
2025
Q1 | $1.08M | Buy |
25,603
+9,974
| +64% | +$421K | 0.05% | 254 |
|
2024
Q4 | $748K | Buy |
15,629
+4,829
| +45% | +$231K | 0.04% | 283 |
|
2024
Q3 | $494K | Buy |
10,800
+3,579
| +50% | +$164K | 0.03% | 339 |
|
2024
Q2 | $287K | Sell |
7,221
-11,613
| -62% | -$461K | 0.02% | 373 |
|
2024
Q1 | $842K | Buy |
18,834
+16,582
| +736% | +$741K | 0.07% | 181 |
|
2023
Q4 | $97.5K | Buy |
2,252
+18
| +0.8% | +$779 | 0.01% | 492 |
|
2023
Q3 | $73.8K | Sell |
2,234
-99
| -4% | -$3.27K | 0.01% | 519 |
|
2023
Q2 | $77.1K | Buy |
2,333
+41
| +2% | +$1.36K | 0.01% | 460 |
|
2023
Q1 | $82.6K | Sell |
2,292
-14,710
| -87% | -$530K | 0.01% | 453 |
|
2022
Q4 | $741K | Buy |
17,002
+347
| +2% | +$15.1K | 0.09% | 166 |
|
2022
Q3 | $672K | Buy |
16,655
+14,751
| +775% | +$595K | 0.1% | 150 |
|
2022
Q2 | $88K | Hold |
1,904
| – | – | 0.02% | 276 |
|
2022
Q1 | $101K | Buy |
1,904
+54
| +3% | +$2.86K | 0.02% | 272 |
|
2021
Q4 | $104K | Buy |
1,850
+700
| +61% | +$39.4K | 0.02% | 267 |
|
2021
Q3 | $68K | Hold |
1,150
| – | – | 0.01% | 250 |
|
2021
Q2 | $66K | Hold |
1,150
| – | – | 0.02% | 234 |
|
2021
Q1 | $64K | Sell |
1,150
-1,137
| -50% | -$63.3K | 0.02% | 219 |
|
2020
Q4 | $107K | Buy |
2,287
+289
| +14% | +$13.5K | 0.04% | 135 |
|
2020
Q3 | $72K | Buy |
1,998
+11
| +0.6% | +$396 | 0.03% | 156 |
|
2020
Q2 | $73K | Sell |
1,987
-2,303
| -54% | -$84.6K | 0.03% | 159 |
|
2020
Q1 | $148K | Buy |
4,290
+2,304
| +116% | +$79.5K | 0.09% | 87 |
|
2019
Q4 | $118K | Buy |
1,986
+583
| +42% | +$34.6K | 0.07% | 99 |
|
2019
Q3 | $78K | Buy |
1,403
+981
| +232% | +$54.5K | 0.05% | 119 |
|
2019
Q2 | $22K | Hold |
422
| – | – | 0.02% | 180 |
|
2019
Q1 | $20K | Hold |
422
| – | – | 0.02% | 172 |
|
2018
Q4 | $19K | Buy |
+422
| New | +$19K | 0.02% | 164 |
|