Laurel Wealth Advisors (California)’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.21M | Buy |
27,727
+290
| +1% | +$12.6K | 0.12% | 183 |
|
|
2022
Q3 | $1.11M | Buy |
27,437
+100
| +0.4% | +$4.04K | 0.12% | 193 |
|
|
2022
Q2 | $1.26M | Sell |
27,337
-718
| -3% | -$33K | 0.13% | 181 |
|
|
2022
Q1 | $1.49M | Buy |
28,055
+3,677
| +15% | +$196K | 0.12% | 177 |
|
|
2021
Q4 | $1.37M | Buy |
24,378
+13,913
| +133% | +$781K | 0.11% | 196 |
|
|
2021
Q3 | $622K | Sell |
10,465
-387
| -4% | -$23K | 0.11% | 204 |
|
|
2021
Q2 | $618K | Buy |
10,852
+392
| +4% | +$22.3K | 0.08% | 240 |
|
|
2021
Q1 | $579K | Sell |
10,460
-717
| -6% | -$39.7K | 0.09% | 223 |
|
|
2020
Q4 | $521K | Buy |
11,177
+146
| +1% | +$6.81K | 0.08% | 239 |
|
|
2020
Q3 | $396K | Sell |
11,031
-46
| -0.4% | -$1.65K | 0.07% | 255 |
|
|
2020
Q2 | $408K | Sell |
11,077
-467
| -4% | -$17.2K | 0.07% | 244 |
|
|
2020
Q1 | $398K | Sell |
11,544
-186
| -2% | -$6.41K | 0.09% | 224 |
|
|
2019
Q4 | $696K | Sell |
11,730
-5,699
| -33% | -$338K | 0.12% | 191 |
|
|
2019
Q3 | $965K | Buy |
17,429
+6,156
| +55% | +$341K | 0.17% | 152 |
|
|
2019
Q2 | $591K | Buy |
11,273
+47
| +0.4% | +$2.46K | 0.13% | 170 |
|
|
2019
Q1 | $541K | Buy |
11,226
+888
| +9% | +$42.8K | 0.13% | 175 |
|
|
2018
Q4 | $472K | Sell |
10,338
-650
| -6% | -$29.7K | 0.14% | 169 |
|
|
2018
Q3 | $580K | Sell |
10,988
-254
| -2% | -$13.4K | 0.14% | 156 |
|
|
2018
Q2 | $562K | Buy |
11,242
+26
| +0.2% | +$1.3K | 0.15% | 149 |
|
|
2018
Q1 | $566K | Sell |
11,216
-2,326
| -17% | -$117K | 0.18% | 135 |
|
|
2017
Q4 | $725K | Buy |
13,542
+3,891
| +40% | +$208K | 0.21% | 112 |
|
|
2017
Q3 | $517K | Sell |
9,651
-2
| -0% | -$107 | 0.17% | 140 |
|
|
2017
Q2 | $501K | Sell |
9,653
-282
| -3% | -$14.6K | 0.18% | 143 |
|
|
2017
Q1 | $511K | Sell |
9,935
-20
| -0.2% | -$1.03K | 0.2% | 126 |
|
|
2016
Q4 | $511K | Buy |
9,955
+324
| +3% | +$16.6K | 0.23% | 112 |
|
|
2016
Q3 | $413K | Sell |
9,631
-10
| -0.1% | -$429 | 0.2% | 132 |
|
|
2016
Q2 | $389K | Buy |
9,641
+2,814
| +41% | +$114K | 0.19% | 137 |
|
|
2016
Q1 | $277K | Sell |
6,827
-353
| -5% | -$14.3K | 0.14% | 182 |
|
|
2015
Q4 | $306K | Buy |
+7,180
| New | +$306K | 0.16% | 169 |
|