Level Four Advisory Services’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 | $374K | Buy |
8,273
+2,106
| +34% | +$95.3K | 0.01% | 591 |
|
|
2025
Q1 | $260K | Sell |
6,167
-114
| -2% | -$4.81K | 0.01% | 662 |
|
|
2024
Q4 | $300K | Sell |
6,281
-259
| -4% | -$12.4K | 0.01% | 623 |
|
|
2024
Q3 | $316K | Sell |
6,540
-257
| -4% | -$12.4K | 0.01% | 620 |
|
|
2024
Q2 | $270K | Buy |
6,797
+76
| +1% | +$3.02K | 0.01% | 640 |
|
|
2024
Q1 | $291K | Hold |
6,721
| – | – | 0.02% | 621 |
|
|
2023
Q4 | $291K | Sell |
6,721
-1,192
| -15% | -$51.6K | 0.02% | 619 |
|
|
2023
Q3 | $262K | Sell |
7,913
-2,881
| -27% | -$95.2K | 0.02% | 607 |
|
|
2023
Q2 | $357K | Sell |
10,794
-285
| -3% | -$9.42K | 0.02% | 572 |
|
|
2023
Q1 | $399K | Buy |
11,079
+601
| +6% | +$21.7K | 0.03% | 499 |
|
|
2022
Q4 | $457K | Buy |
10,478
+1,899
| +22% | +$82.8K | 0.03% | 415 |
|
|
2022
Q3 | $346K | Buy |
8,579
+249
| +3% | +$10K | 0.03% | 393 |
|
|
2022
Q2 | $383K | Buy |
8,330
+891
| +12% | +$41K | 0.04% | 389 |
|
|
2022
Q1 | $395K | Buy |
7,439
+945
| +15% | +$50.2K | 0.03% | 458 |
|
|
2021
Q4 | $365K | Sell |
6,494
-12,224
| -65% | -$687K | 0.03% | 473 |
|
|
2021
Q3 | $1.11M | Buy |
18,718
+14,076
| +303% | +$837K | 0.12% | 179 |
|
|
2021
Q2 | $264K | Buy |
4,642
+8
| +0.2% | +$455 | 0.02% | 567 |
|
|
2021
Q1 | $256K | Buy |
+4,634
| New | +$256K | 0.02% | 540 |
|
|
2020
Q4 | – | Sell |
-7,272
| Closed | -$261K | – | 610 |
|
|
2020
Q3 | $261K | Sell |
7,272
-3,664
| -34% | -$132K | 0.02% | 463 |
|
|
2020
Q2 | $404K | Sell |
10,936
-622
| -5% | -$23K | 0.03% | 408 |
|
|
2020
Q1 | $397K | Buy |
11,558
+4,886
| +73% | +$168K | 0.05% | 341 |
|
|
2019
Q4 | $510K | Buy |
6,672
+2,058
| +45% | +$157K | 0.02% | 376 |
|
|
2019
Q3 | $255K | Sell |
4,614
-1,817
| -28% | -$100K | 0.03% | 428 |
|
|
2019
Q2 | $337K | Buy |
6,431
+59
| +0.9% | +$3.09K | 0.03% | 395 |
|
|
2019
Q1 | $306K | Sell |
6,372
-1,728
| -21% | -$83K | 0.03% | 409 |
|
|
2018
Q4 | $370K | Buy |
8,100
+2,046
| +34% | +$93.5K | 0.05% | 363 |
|
|
2018
Q3 | $320K | Buy |
+6,054
| New | +$320K | 0.03% | 446 |
|
|
2017
Q3 | – | Sell |
-4,074
| Closed | -$208K | – | 527 |
|
|
2017
Q2 | $208K | Sell |
4,074
-98
| -2% | -$5K | 0.03% | 450 |
|
|
2017
Q1 | $213K | Sell |
4,172
-1,095
| -21% | -$55.9K | 0.02% | 478 |
|
|
2016
Q4 | $271K | Buy |
+5,267
| New | +$271K | 0.03% | 386 |
|