Mutual 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 | $3.17M | Buy |
68,482
+11,090
| +19% | +$514K | 0.08% | 235 |
|
|
2025
Q1 | $2.29M | Buy |
57,392
+407
| +0.7% | +$16.2K | 0.07% | 260 |
|
|
2024
Q4 | $2.74M | Sell |
56,985
-459
| -0.8% | -$22K | 0.08% | 220 |
|
|
2024
Q3 | $2.78M | Sell |
57,444
-89
| -0.2% | -$4.31K | 0.08% | 221 |
|
|
2024
Q2 | $2.61M | Sell |
57,533
-308
| -0.5% | -$14K | 0.08% | 226 |
|
|
2024
Q1 | $2.59M | Sell |
57,841
-1,536
| -3% | -$68.7K | 0.08% | 222 |
|
|
2023
Q4 | $2.57M | Sell |
59,377
-649
| -1% | -$28.1K | 0.09% | 222 |
|
|
2023
Q3 | $1.98M | Sell |
60,026
-27,347
| -31% | -$904K | 0.08% | 241 |
|
|
2023
Q2 | $2.89M | Buy |
87,373
+19,678
| +29% | +$650K | 0.11% | 185 |
|
|
2023
Q1 | $2.44M | Buy |
67,695
+5,810
| +9% | +$209K | 0.1% | 205 |
|
|
2022
Q4 | $2.7M | Buy |
61,885
+36,735
| +146% | +$1.6M | 0.12% | 179 |
|
|
2022
Q3 | $1.01M | Buy |
25,150
+1,573
| +7% | +$63.4K | 0.05% | 361 |
|
|
2022
Q2 | $1.09M | Sell |
23,577
-571
| -2% | -$26.3K | 0.07% | 315 |
|
|
2022
Q1 | $1.28M | Buy |
24,148
+671
| +3% | +$35.7K | 0.07% | 301 |
|
|
2021
Q4 | $1.32M | Buy |
23,477
+663
| +3% | +$37.2K | 0.07% | 310 |
|
|
2021
Q3 | $1.36M | Sell |
22,814
-153
| -0.7% | -$9.09K | 0.08% | 291 |
|
|
2021
Q2 | $1.31M | Buy |
22,967
+33
| +0.1% | +$1.88K | 0.08% | 300 |
|
|
2021
Q1 | $1.27M | Buy |
22,934
+1,803
| +9% | +$99.7K | 0.09% | 279 |
|
|
2020
Q4 | $984K | Buy |
21,131
+202
| +1% | +$9.41K | 0.07% | 311 |
|
|
2020
Q3 | $750K | Sell |
20,929
-589
| -3% | -$21.1K | 0.07% | 321 |
|
|
2020
Q2 | $792K | Sell |
21,518
-403
| -2% | -$14.8K | 0.08% | 272 |
|
|
2020
Q1 | $755K | Buy |
21,921
+6,684
| +44% | +$230K | 0.1% | 209 |
|
|
2019
Q4 | $903K | Buy |
15,237
+2,000
| +15% | +$119K | 0.1% | 246 |
|
|
2019
Q3 | $733K | Sell |
13,237
-4,793
| -27% | -$265K | 0.1% | 249 |
|
|
2019
Q2 | $945K | Buy |
18,030
+8,278
| +85% | +$434K | 0.12% | 214 |
|
|
2019
Q1 | $470K | Buy |
9,752
+217
| +2% | +$10.5K | 0.07% | 286 |
|
|
2018
Q4 | $436K | Hold |
9,535
| – | – | 0.09% | 252 |
|
|
2018
Q3 | $504K | Sell |
9,535
-141
| -1% | -$7.45K | 0.08% | 285 |
|
|
2018
Q2 | $484K | Buy |
9,676
+754
| +8% | +$37.7K | 0.11% | 250 |
|
|
2018
Q1 | $451K | Hold |
8,922
| – | – | 0.11% | 254 |
|
|
2017
Q4 | $478K | Buy |
+8,922
| New | +$478K | 0.18% | 159 |
|