Mount Yale 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 | $498K | Buy |
11,002
+483
| +5% | +$21.9K | 0.04% | 345 |
|
|
2025
Q1 | $444K | Sell |
10,519
-624
| -6% | -$26.3K | 0.04% | 352 |
|
|
2024
Q4 | $533K | Buy |
11,143
+542
| +5% | +$25.9K | 0.04% | 329 |
|
|
2024
Q3 | $485K | Buy |
10,601
+1,592
| +18% | +$72.8K | 0.05% | 351 |
|
|
2024
Q2 | $358K | Buy |
9,009
+520
| +6% | +$20.6K | 0.03% | 399 |
|
|
2024
Q1 | $379K | Buy |
8,489
+710
| +9% | +$31.7K | 0.03% | 403 |
|
|
2023
Q4 | $337K | Sell |
7,779
-1,708
| -18% | -$73.9K | 0.03% | 393 |
|
|
2023
Q3 | $314K | Buy |
9,487
+663
| +8% | +$21.9K | 0.03% | 386 |
|
|
2023
Q2 | $292K | Sell |
8,824
-6
| -0.1% | -$198 | 0.03% | 398 |
|
|
2023
Q1 | $318K | Sell |
8,830
-314
| -3% | -$11.3K | 0.04% | 366 |
|
|
2022
Q4 | $399K | Buy |
9,144
+166
| +2% | +$7.24K | 0.05% | 302 |
|
|
2022
Q3 | $362K | Sell |
8,978
-234
| -3% | -$9.44K | 0.05% | 310 |
|
|
2022
Q2 | $424K | Sell |
9,212
-433
| -4% | -$19.9K | 0.05% | 306 |
|
|
2022
Q1 | $513K | Sell |
9,645
-834
| -8% | -$44.4K | 0.06% | 300 |
|
|
2021
Q4 | $589K | Buy |
10,479
+1,670
| +19% | +$93.9K | 0.06% | 273 |
|
|
2021
Q3 | $524K | Buy |
8,809
+4,799
| +120% | +$285K | 0.06% | 275 |
|
|
2021
Q2 | $228K | Sell |
4,010
-169
| -4% | -$9.61K | 0.03% | 384 |
|
|
2021
Q1 | $231K | Buy |
+4,179
| New | +$231K | 0.03% | 373 |
|
|
2018
Q4 | – | Sell |
-2,691
| Closed | -$141K | – | 766 |
|
|
2018
Q3 | $141K | Sell |
2,691
-109
| -4% | -$5.71K | 0.02% | 344 |
|
|
2018
Q2 | $140K | Hold |
2,800
| – | – | 0.03% | 367 |
|
|
2018
Q1 | $141K | Buy |
+2,800
| New | +$141K | 0.03% | 353 |
|