NewEdge Wealth’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 | $563K | Buy |
12,774
+2,547
| +25% | +$112K | 0.01% | 683 |
|
|
2025
Q1 | $432K | Buy |
10,227
+2,754
| +37% | +$116K | 0.01% | 689 |
|
|
2024
Q4 | $357K | Sell |
7,473
-7,580
| -50% | -$363K | 0.01% | 718 |
|
|
2024
Q3 | $688K | Sell |
15,053
-2,223
| -13% | -$102K | 0.01% | 542 |
|
|
2024
Q2 | $686K | Sell |
17,276
-16,054
| -48% | -$637K | 0.01% | 479 |
|
|
2024
Q1 | $1.37M | Sell |
33,330
-2,119
| -6% | -$86.8K | 0.03% | 376 |
|
|
2023
Q4 | $1.53M | Sell |
35,449
-2,633
| -7% | -$114K | 0.04% | 332 |
|
|
2023
Q3 | $1.26M | Buy |
38,082
+6,792
| +22% | +$225K | 0.04% | 321 |
|
|
2023
Q2 | $1.03M | Buy |
31,290
+7,607
| +32% | +$251K | 0.03% | 346 |
|
|
2023
Q1 | $854K | Buy |
23,683
+934
| +4% | +$33.7K | 0.03% | 334 |
|
|
2022
Q4 | $992K | Sell |
22,749
-95
| -0.4% | -$4.14K | 0.04% | 292 |
|
|
2022
Q3 | $921K | Sell |
22,844
-3,899
| -15% | -$157K | 0.04% | 278 |
|
|
2022
Q2 | $1.23M | Buy |
+26,743
| New | +$1.23M | 0.06% | 265 |
|