Mayflower Financial 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
Q1 | – | Sell |
-4,765
| Closed | -$228K | – | 399 |
|
|
2024
Q4 | $228K | Sell |
4,765
-122
| -2% | -$5.84K | 0.03% | 350 |
|
|
2024
Q3 | $223K | Buy |
+4,887
| New | +$223K | 0.03% | 341 |
|
|
2024
Q2 | – | Sell |
-5,497
| Closed | -$246K | – | 366 |
|
|
2024
Q1 | $246K | Sell |
5,497
-126
| -2% | -$5.63K | 0.04% | 310 |
|
|
2023
Q4 | $243K | Buy |
+5,623
| New | +$243K | 0.03% | 296 |
|
|
2023
Q2 | – | Sell |
-5,604
| Closed | -$202K | – | 370 |
|
|
2023
Q1 | $202K | Sell |
5,604
-25
| -0.4% | -$901 | 0.03% | 332 |
|
|
2022
Q4 | $245K | Sell |
5,629
-270
| -5% | -$11.8K | 0.03% | 292 |
|
|
2022
Q3 | $238K | Buy |
5,899
+247
| +4% | +$9.97K | 0.04% | 279 |
|
|
2022
Q2 | $260K | Buy |
5,652
+229
| +4% | +$10.5K | 0.04% | 275 |
|
|
2022
Q1 | $288K | Sell |
5,423
-20
| -0.4% | -$1.06K | 0.04% | 280 |
|
|
2021
Q4 | $306K | Sell |
5,443
-3
| -0.1% | -$169 | 0.04% | 262 |
|
|
2021
Q3 | $334K | Sell |
5,446
-62
| -1% | -$3.8K | 0.05% | 241 |
|
|
2021
Q2 | $314K | Hold |
5,508
| – | – | 0.04% | 236 |
|
|
2021
Q1 | $305K | Sell |
5,508
-95
| -2% | -$5.26K | 0.05% | 228 |
|
|
2020
Q4 | $261K | Buy |
+5,603
| New | +$261K | 0.05% | 223 |
|