Laurel Wealth Advisors (North Carolina)’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 | $8.01M | Buy |
362,362
+353,969
| +4,217% | +$7.82M | 0.11% | 122 |
|
|
2025
Q1 | $354K | Hold |
8,393
| – | – | 0.06% | 143 |
|
|
2024
Q4 | $401K | Hold |
8,393
| – | – | 0.06% | 134 |
|
|
2024
Q3 | $384K | Buy |
8,393
+385
| +5% | +$17.6K | 0.06% | 133 |
|
|
2024
Q2 | $318K | Sell |
8,008
-407
| -5% | -$16.2K | 0.06% | 141 |
|
|
2024
Q1 | $376K | Buy |
8,415
+30
| +0.4% | +$1.34K | 0.06% | 136 |
|
|
2023
Q4 | $363K | Hold |
8,385
| – | – | 0.07% | 132 |
|
|
2023
Q3 | $277K | Sell |
8,385
-1,199
| -13% | -$39.6K | 0.06% | 143 |
|
|
2023
Q2 | $317K | Hold |
9,584
| – | – | 0.06% | 136 |
|
|
2023
Q1 | $346K | Buy |
9,584
+1,513
| +19% | +$54.5K | 0.07% | 130 |
|
|
2022
Q4 | $352K | Hold |
8,071
| – | – | 0.08% | 127 |
|
|
2022
Q3 | $325K | Hold |
8,071
| – | – | 0.08% | 128 |
|
|
2022
Q2 | $371K | Hold |
8,071
| – | – | 0.09% | 128 |
|
|
2022
Q1 | $429K | Hold |
8,071
| – | – | 0.09% | 126 |
|
|
2021
Q4 | $453K | Sell |
8,071
-200
| -2% | -$11.2K | 0.09% | 125 |
|
|
2021
Q3 | $492K | Hold |
8,271
| – | – | 0.11% | 120 |
|
|
2021
Q2 | $471K | Buy |
8,271
+63
| +0.8% | +$3.59K | 0.1% | 124 |
|
|
2021
Q1 | $454K | Hold |
8,208
| – | – | 0.11% | 120 |
|
|
2020
Q4 | $382K | Sell |
8,208
-78
| -0.9% | -$3.63K | 0.1% | 125 |
|
|
2020
Q3 | $297K | Hold |
8,286
| – | – | 0.09% | 126 |
|
|
2020
Q2 | $305K | Sell |
8,286
-328
| -4% | -$12.1K | 0.1% | 120 |
|
|
2020
Q1 | $297K | Buy |
8,614
+296
| +4% | +$10.2K | 0.11% | 115 |
|
|
2019
Q4 | $493K | Hold |
8,318
| – | – | 0.16% | 107 |
|
|
2019
Q3 | $460K | Sell |
8,318
-102
| -1% | -$5.64K | 0.16% | 109 |
|
|
2019
Q2 | $441K | Sell |
8,420
-77
| -0.9% | -$4.03K | 0.16% | 110 |
|
|
2019
Q1 | $409K | Sell |
8,497
-78
| -0.9% | -$3.76K | 0.15% | 107 |
|
|
2018
Q4 | $392K | Buy |
+8,575
| New | +$392K | 0.16% | 105 |
|