Moneta Group Investment 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 | $3.64M | Sell |
80,391
-8,531
| -10% | -$386K | 0.04% | 159 |
|
|
2025
Q1 | $3.75M | Sell |
88,922
-352
| -0.4% | -$14.9K | 0.05% | 152 |
|
|
2024
Q4 | $4.27M | Sell |
89,274
-2,887
| -3% | -$138K | 0.06% | 142 |
|
|
2024
Q3 | $4.21M | Sell |
92,161
-20,565
| -18% | -$940K | 0.06% | 138 |
|
|
2024
Q2 | $4.48M | Buy |
112,726
+4,738
| +4% | +$188K | 0.07% | 133 |
|
|
2024
Q1 | $4.83M | Buy |
107,988
+1,434
| +1% | +$64.1K | 0.08% | 126 |
|
|
2023
Q4 | $4.61M | Buy |
106,554
+1,261
| +1% | +$54.6K | 0.09% | 114 |
|
|
2023
Q3 | $3.48M | Buy |
105,293
+5,749
| +6% | +$190K | 0.08% | 126 |
|
|
2023
Q2 | $3.29M | Sell |
99,544
-7,207
| -7% | -$238K | 0.07% | 131 |
|
|
2023
Q1 | $3.85M | Buy |
106,751
+65,497
| +159% | +$2.36M | 0.09% | 114 |
|
|
2022
Q4 | $2.05M | Sell |
41,254
-4,803
| -10% | -$239K | 0.06% | 143 |
|
|
2022
Q3 | $1.86M | Sell |
46,057
-1,618
| -3% | -$65.2K | 0.07% | 140 |
|
|
2022
Q2 | $2.19M | Buy |
47,675
+18,813
| +65% | +$866K | 0.07% | 138 |
|
|
2022
Q1 | $1.53M | Buy |
28,862
+448
| +2% | +$23.8K | 0.06% | 159 |
|
|
2021
Q4 | $1.6M | Buy |
28,414
+6,224
| +28% | +$350K | 0.06% | 157 |
|
|
2021
Q3 | $1.32M | Buy |
22,190
+108
| +0.5% | +$6.42K | 0.06% | 162 |
|
|
2021
Q2 | $1.26M | Buy |
22,082
+1,597
| +8% | +$91K | 0.06% | 172 |
|
|
2021
Q1 | $1.13M | Buy |
20,485
+7,456
| +57% | +$412K | 0.06% | 162 |
|
|
2020
Q4 | $607K | Buy |
13,029
+1,118
| +9% | +$52.1K | 0.04% | 180 |
|
|
2020
Q3 | $427K | Sell |
11,911
-1,180
| -9% | -$42.3K | 0.04% | 180 |
|
|
2020
Q2 | $482K | Sell |
13,091
-1,539
| -11% | -$56.7K | 0.05% | 165 |
|
|
2020
Q1 | $504K | Sell |
14,630
-870
| -6% | -$30K | 0.05% | 149 |
|
|
2019
Q4 | $919K | Sell |
15,500
-853
| -5% | -$50.6K | 0.08% | 127 |
|
|
2019
Q3 | $905K | Buy |
16,353
+2,002
| +14% | +$111K | 0.08% | 124 |
|
|
2019
Q2 | $752K | Sell |
14,351
-5,570
| -28% | -$292K | 0.07% | 129 |
|
|
2019
Q1 | $960K | Sell |
19,921
-298
| -1% | -$14.4K | 0.1% | 100 |
|
|
2018
Q4 | $924K | Buy |
20,219
+4,813
| +31% | +$220K | 0.11% | 102 |
|
|
2018
Q3 | $814K | Buy |
15,406
+3,071
| +25% | +$162K | 0.08% | 114 |
|
|
2018
Q2 | $617K | Buy |
12,335
+2,186
| +22% | +$109K | 0.07% | 152 |
|
|
2018
Q1 | $513K | Buy |
10,149
+100
| +1% | +$5.06K | 0.07% | 121 |
|
|
2017
Q4 | $538K | Sell |
10,049
-185
| -2% | -$9.9K | 0.08% | 114 |
|
|
2017
Q3 | $548K | Buy |
10,234
+14
| +0.1% | +$750 | 0.09% | 109 |
|
|
2017
Q2 | $531K | Buy |
10,220
+587
| +6% | +$30.5K | 0.09% | 114 |
|
|
2017
Q1 | $496K | Sell |
9,633
-1,074
| -10% | -$55.3K | 0.1% | 86 |
|
|
2016
Q4 | $550K | Buy |
10,707
+544
| +5% | +$27.9K | 0.11% | 82 |
|
|
2016
Q3 | $436K | Sell |
10,163
-9,752
| -49% | -$418K | 0.1% | 86 |
|
|
2016
Q2 | $803K | Hold |
19,915
| – | – | 0.18% | 81 |
|
|
2016
Q1 | $808K | Sell |
19,915
-1,408
| -7% | -$57.1K | 0.18% | 75 |
|
|
2015
Q4 | $910K | Buy |
21,323
+9,975
| +88% | +$426K | 0.22% | 50 |
|
|
2015
Q3 | $465K | Buy |
11,348
+2,873
| +34% | +$118K | 0.13% | 77 |
|
|
2015
Q2 | $368K | Hold |
8,475
| – | – | 0.11% | 92 |
|
|
2015
Q1 | $370K | Hold |
8,475
| – | – | 0.16% | 105 |
|
|
2014
Q4 | $381K | Sell |
8,475
-500
| -6% | -$22.5K | 0.18% | 95 |
|
|
2014
Q3 | $375K | Sell |
8,975
-500
| -5% | -$20.9K | 0.2% | 85 |
|
|
2014
Q2 | $410K | Hold |
9,475
| – | – | 0.22% | 79 |
|
|
2014
Q1 | $406K | Sell |
9,475
-1,000
| -10% | -$42.9K | 0.24% | 70 |
|
|
2013
Q4 | $423K | Sell |
10,475
-2,650
| -20% | -$107K | 0.25% | 69 |
|
|
2013
Q3 | $480K | Buy |
13,125
+1,650
| +14% | +$60.3K | 0.32% | 60 |
|
|
2013
Q2 | $415K | Buy |
+11,475
| New | +$415K | 0.29% | 60 |
|