LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Hold |
2,735
| – | – | ﹤0.01% | 325 |
|
|
2025
Q1 | $108K | Hold |
2,735
| – | – | ﹤0.01% | 323 |
|
|
2024
Q4 | $135K | Sell |
2,735
-157
| -5% | -$7.78K | ﹤0.01% | 320 |
|
|
2024
Q3 | $140K | Buy |
2,892
+157
| +6% | +$7.61K | ﹤0.01% | 314 |
|
|
2024
Q2 | $118K | Hold |
2,735
| – | – | ﹤0.01% | 320 |
|
|
2024
Q1 | $112K | Sell |
2,735
-132
| -5% | -$5.42K | ﹤0.01% | 323 |
|
|
2023
Q4 | $119K | Sell |
2,867
-4,609
| -62% | -$191K | ﹤0.01% | 329 |
|
|
2023
Q3 | $257K | Sell |
7,476
-189
| -2% | -$6.49K | ﹤0.01% | 257 |
|
|
2023
Q2 | $253K | Sell |
7,665
-144
| -2% | -$4.76K | ﹤0.01% | 267 |
|
|
2023
Q1 | $282K | Buy |
7,809
+283
| +4% | +$10.2K | ﹤0.01% | 246 |
|
|
2022
Q4 | $328K | Sell |
7,526
-2,815
| -27% | -$123K | ﹤0.01% | 235 |
|
|
2022
Q3 | $417K | Sell |
10,341
-1,394
| -12% | -$56.2K | 0.01% | 212 |
|
|
2022
Q2 | $540K | Buy |
11,735
+3,409
| +41% | +$157K | 0.01% | 198 |
|
|
2022
Q1 | $443K | Sell |
8,326
-176
| -2% | -$9.36K | ﹤0.01% | 225 |
|
|
2021
Q4 | $478K | Sell |
8,502
-2,660
| -24% | -$150K | ﹤0.01% | 228 |
|
|
2021
Q3 | $663K | Sell |
11,162
-477
| -4% | -$28.3K | 0.01% | 196 |
|
|
2021
Q2 | $663K | Buy |
11,639
+25
| +0.2% | +$1.42K | 0.01% | 200 |
|
|
2021
Q1 | $642K | Sell |
11,614
-26
| -0.2% | -$1.44K | 0.01% | 192 |
|
|
2020
Q4 | $542K | Sell |
11,640
-416
| -3% | -$19.4K | 0.01% | 199 |
|
|
2020
Q3 | $432K | Sell |
12,056
-1,238
| -9% | -$44.4K | 0.01% | 205 |
|
|
2020
Q2 | $489K | Sell |
13,294
-5,695
| -30% | -$209K | 0.01% | 179 |
|
|
2020
Q1 | $654K | Sell |
18,989
-2,628
| -12% | -$90.5K | 0.01% | 154 |
|
|
2019
Q4 | $1.28M | Buy |
21,617
+2,980
| +16% | +$177K | 0.02% | 139 |
|
|
2019
Q3 | $1.03M | Sell |
18,637
-238
| -1% | -$13.2K | 0.02% | 155 |
|
|
2019
Q2 | $989K | Buy |
18,875
+1,025
| +6% | +$53.7K | 0.01% | 155 |
|
|
2019
Q1 | $860K | Hold |
17,850
| – | – | 0.01% | 163 |
|
|
2018
Q4 | $816K | Buy |
17,850
+2,063
| +13% | +$94.3K | 0.01% | 160 |
|
|
2018
Q3 | $834K | Hold |
15,787
| – | – | 0.01% | 168 |
|
|
2018
Q2 | $790K | Hold |
15,787
| – | – | 0.01% | 176 |
|
|
2018
Q1 | $797K | Hold |
15,787
| – | – | 0.01% | 177 |
|
|
2017
Q4 | $846K | Hold |
15,787
| – | – | 0.02% | 171 |
|
|
2017
Q3 | $846K | Buy |
15,787
+48
| +0.3% | +$2.57K | 0.02% | 166 |
|
|
2017
Q2 | $831K | Sell |
15,739
-32
| -0.2% | -$1.69K | 0.02% | 160 |
|
|
2017
Q1 | $812K | Buy |
15,771
+500
| +3% | +$25.7K | 0.02% | 166 |
|
|
2016
Q4 | $784K | Hold |
15,271
| – | – | 0.02% | 169 |
|
|
2016
Q3 | $655K | Sell |
15,271
-32
| -0.2% | -$1.37K | 0.02% | 175 |
|
|
2016
Q2 | $617K | Sell |
15,303
-336
| -2% | -$13.5K | 0.01% | 171 |
|
|
2016
Q1 | $635K | Buy |
15,639
+800
| +5% | +$32.5K | 0.02% | 168 |
|
|
2015
Q4 | $633K | Sell |
14,839
-170
| -1% | -$7.25K | 0.02% | 180 |
|
|
2015
Q3 | $651K | Hold |
15,009
| – | – | 0.02% | 182 |
|
|
2015
Q2 | $651K | Hold |
15,009
| – | – | 0.02% | 182 |
|
|
2015
Q1 | $655K | Hold |
15,009
| – | – | 0.02% | 186 |
|
|
2014
Q4 | $675K | Buy |
15,009
+295
| +2% | +$13.3K | 0.02% | 173 |
|
|
2014
Q3 | $615K | Sell |
14,714
-1,819
| -11% | -$76K | 0.02% | 172 |
|
|
2014
Q2 | $716K | Sell |
16,533
-1,320
| -7% | -$57.2K | 0.02% | 162 |
|
|
2014
Q1 | $765K | Buy |
17,853
+275
| +2% | +$11.8K | 0.02% | 160 |
|
|
2013
Q4 | $710K | Sell |
17,578
-2,150
| -11% | -$86.8K | 0.02% | 166 |
|
|
2013
Q3 | $722K | Sell |
19,728
-100
| -0.5% | -$3.66K | 0.02% | 162 |
|
|
2013
Q2 | $717K | Buy |
+19,828
| New | +$717K | 0.02% | 167 |
|