Lido 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 | $5.6M | Sell |
123,306
-3,060
| -2% | -$139K | 0.02% | 325 |
|
|
2025
Q1 | $5.36M | Sell |
126,366
-3,547
| -3% | -$150K | 0.02% | 313 |
|
|
2024
Q4 | $6.24M | Buy |
129,913
+88,851
| +216% | +$4.26M | 0.03% | 273 |
|
|
2024
Q3 | $1.88M | Buy |
41,062
+7,657
| +23% | +$350K | 0.01% | 448 |
|
|
2024
Q2 | $1.34M | Buy |
33,405
+6,306
| +23% | +$253K | 0.01% | 516 |
|
|
2024
Q1 | $1.22M | Buy |
27,099
+1,677
| +7% | +$75.8K | 0.01% | 528 |
|
|
2023
Q4 | $1.11M | Buy |
25,422
+2,273
| +10% | +$99.5K | 0.01% | 529 |
|
|
2023
Q3 | $765K | Sell |
23,149
-3,253
| -12% | -$108K | 0.01% | 558 |
|
|
2023
Q2 | $872K | Sell |
26,402
-54,310
| -67% | -$1.79M | 0.01% | 523 |
|
|
2023
Q1 | $2.91M | Buy |
80,712
+63,223
| +362% | +$2.28M | 0.03% | 261 |
|
|
2022
Q4 | $763K | Buy |
17,489
+626
| +4% | +$27.3K | 0.01% | 425 |
|
|
2022
Q3 | $679K | Buy |
16,863
+785
| +5% | +$31.6K | 0.01% | 419 |
|
|
2022
Q2 | $739K | Buy |
16,078
+59
| +0.4% | +$2.71K | 0.01% | 375 |
|
|
2022
Q1 | $851K | Buy |
16,019
+1,825
| +13% | +$97K | 0.01% | 386 |
|
|
2021
Q4 | $797K | Buy |
14,194
+1,524
| +12% | +$85.6K | 0.01% | 416 |
|
|
2021
Q3 | $753K | Sell |
12,670
-6,586
| -34% | -$391K | 0.01% | 416 |
|
|
2021
Q2 | $1.11M | Sell |
19,256
-11,251
| -37% | -$646K | 0.02% | 324 |
|
|
2021
Q1 | $1.7M | Sell |
30,507
-6,238
| -17% | -$348K | 0.03% | 226 |
|
|
2020
Q4 | $1.73M | Buy |
36,745
+23,348
| +174% | +$1.1M | 0.04% | 207 |
|
|
2020
Q3 | $486K | Buy |
13,397
+3,807
| +40% | +$138K | 0.01% | 343 |
|
|
2020
Q2 | $357K | Sell |
9,590
-2,161
| -18% | -$80.4K | 0.01% | 360 |
|
|
2020
Q1 | $410K | Sell |
11,751
-6,465
| -35% | -$226K | 0.02% | 322 |
|
|
2019
Q4 | $1.09M | Buy |
18,216
+1,028
| +6% | +$61.4K | 0.04% | 221 |
|
|
2019
Q3 | $958K | Buy |
17,188
+4,815
| +39% | +$268K | 0.05% | 196 |
|
|
2019
Q2 | $652K | Sell |
12,373
-181
| -1% | -$9.54K | 0.04% | 230 |
|
|
2019
Q1 | $609K | Buy |
12,554
+1,208
| +11% | +$58.6K | 0.04% | 229 |
|
|
2018
Q4 | $522K | Buy |
11,346
+363
| +3% | +$16.7K | 0.05% | 205 |
|
|
2018
Q3 | $584K | Buy |
10,983
+1,220
| +12% | +$64.9K | 0.06% | 199 |
|
|
2018
Q2 | $488K | Sell |
9,763
-1,351
| -12% | -$67.5K | 0.06% | 197 |
|
|
2018
Q1 | $561K | Buy |
11,114
+3,102
| +39% | +$157K | 0.08% | 157 |
|
|
2017
Q4 | $429K | Buy |
8,012
+162
| +2% | +$8.67K | 0.06% | 165 |
|
|
2017
Q3 | $426K | Buy |
+7,850
| New | +$426K | 0.07% | 157 |
|