Meridian Financial Partners’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 | $1.18M | Buy |
26,050
+516
| +2% | +$23.4K | 0.55% | 43 |
|
|
2025
Q1 | $1.08M | Buy |
25,534
+530
| +2% | +$22.4K | 0.55% | 44 |
|
|
2024
Q4 | $1.2M | Sell |
25,004
-959
| -4% | -$45.9K | 0.63% | 41 |
|
|
2024
Q3 | $1.19M | Sell |
25,963
-117
| -0.4% | -$5.35K | 0.6% | 42 |
|
|
2024
Q2 | $1.16M | Buy |
+26,080
| New | +$1.16M | 0.69% | 37 |
|
|
2023
Q3 | – | Sell |
-24,773
| Closed | -$970K | – | 86 |
|
|
2023
Q2 | $970K | Buy |
+24,773
| New | +$970K | 0.58% | 44 |
|
|
2022
Q3 | – | Sell |
-19,996
| Closed | -$964K | – | 82 |
|
|
2022
Q2 | $964K | Buy |
+19,996
| New | +$964K | 0.65% | 40 |
|
|
2022
Q1 | – | Sell |
-18,953
| Closed | -$1.09M | – | 81 |
|
|
2021
Q4 | $1.09M | Buy |
18,953
+904
| +5% | +$51.8K | 0.74% | 34 |
|
|
2021
Q3 | $1.11M | Buy |
18,049
+310
| +2% | +$19K | 0.74% | 30 |
|
|
2021
Q2 | $995K | Buy |
17,739
+703
| +4% | +$39.4K | 0.68% | 33 |
|
|
2021
Q1 | $958K | Buy |
17,036
+1,049
| +7% | +$59K | 0.72% | 30 |
|
|
2020
Q4 | $729K | Sell |
15,987
-816
| -5% | -$37.2K | 0.56% | 35 |
|
|
2020
Q3 | $671K | Buy |
16,803
+575
| +4% | +$23K | 0.57% | 33 |
|
|
2020
Q2 | $589K | Buy |
16,228
+4,744
| +41% | +$172K | 0.53% | 38 |
|
|
2020
Q1 | $403K | Buy |
11,484
+883
| +8% | +$31K | 0.44% | 45 |
|
|
2019
Q4 | $605K | Buy |
10,601
+5
| +0% | +$285 | 0.61% | 31 |
|
|
2019
Q3 | $560K | Buy |
10,596
+380
| +4% | +$20.1K | 0.63% | 30 |
|
|
2019
Q2 | $548K | Hold |
10,216
| – | – | 0.61% | 30 |
|
|
2019
Q1 | $518K | Buy |
10,216
+4,276
| +72% | +$217K | 0.59% | 30 |
|
|
2018
Q4 | $271K | Buy |
+5,940
| New | +$271K | 0.36% | 45 |
|