Moneta Group Investment Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64M | Sell |
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|
2025
Q1 | $3.75M | Sell |
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|
2024
Q4 | $4.27M | Sell |
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|
2024
Q3 | $4.21M | Sell |
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|
2024
Q2 | $4.48M | Buy |
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|
2024
Q1 | $4.83M | Buy |
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|
2023
Q4 | $4.61M | Buy |
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|
2023
Q3 | $3.48M | Buy |
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|
2023
Q2 | $3.29M | Sell |
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|
2023
Q1 | $3.85M | Buy |
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|
2022
Q4 | $2.05M | Sell |
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|
2022
Q3 | $1.86M | Sell |
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|
2022
Q2 | $2.19M | Buy |
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|
2022
Q1 | $1.53M | Buy |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $1.32M | Buy |
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|
2021
Q2 | $1.26M | Buy |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $607K | Buy |
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|
2020
Q3 | $427K | Sell |
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|
2020
Q2 | $482K | Sell |
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|
2020
Q1 | $504K | Sell |
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|
2019
Q4 | $919K | Sell |
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|
2019
Q3 | $905K | Buy |
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|
2019
Q2 | $752K | Sell |
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|
2019
Q1 | $960K | Sell |
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|
2018
Q4 | $924K | Buy |
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|
2018
Q3 | $814K | Buy |
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|
2018
Q2 | $617K | Buy |
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|
2018
Q1 | $513K | Buy |
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|
2017
Q4 | $538K | Sell |
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|
2017
Q3 | $548K | Buy |
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|
2017
Q2 | $531K | Buy |
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|
2017
Q1 | $496K | Sell |
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|
2016
Q4 | $550K | Buy |
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|
2016
Q3 | $436K | Sell |
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|
2016
Q2 | $803K | Hold |
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|
2016
Q1 | $808K | Sell |
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|
2015
Q4 | $910K | Buy |
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|
2015
Q3 | $465K | Buy |
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|
2015
Q2 | $368K | Hold |
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|
2015
Q1 | $370K | Hold |
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|
2014
Q4 | $381K | Sell |
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|
2014
Q3 | $375K | Sell |
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|
2014
Q2 | $410K | Hold |
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|
2014
Q1 | $406K | Sell |
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|
2013
Q4 | $423K | Sell |
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|
2013
Q3 | $480K | Buy |
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|
2013
Q2 | $415K | Buy |
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