MKT 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 | $223K | Buy |
+4,786
| New | +$223K | 0.09% | 149 |
|
|
2025
Q1 | – | Sell |
-4,962
| Closed | -$240K | – | 152 |
|
|
2024
Q4 | $240K | Hold |
4,962
| – | – | 0.1% | 129 |
|
|
2024
Q3 | $220K | Buy |
+4,962
| New | +$220K | 0.1% | 141 |
|
|
2024
Q2 | – | Sell |
-4,990
| Closed | -$210K | – | 155 |
|
|
2024
Q1 | $210K | Sell |
4,990
-103
| -2% | -$4.33K | 0.12% | 133 |
|
|
2023
Q4 | $223K | Buy |
+5,093
| New | +$223K | 0.15% | 128 |
|
|
2023
Q1 | – | Sell |
-4,942
| Closed | -$233K | – | 152 |
|
|
2022
Q4 | $233K | Buy |
+4,942
| New | +$233K | 0.18% | 114 |
|
|
2022
Q3 | – | Sell |
-4,499
| Closed | -$209K | – | 137 |
|
|
2022
Q2 | $209K | Sell |
4,499
-48
| -1% | -$2.23K | 0.16% | 122 |
|
|
2022
Q1 | $225K | Sell |
4,547
-38
| -0.8% | -$1.88K | 0.17% | 119 |
|
|
2021
Q4 | $264K | Buy |
+4,585
| New | +$264K | 0.21% | 111 |
|