NFP Retirement Inc’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 | $360K | Buy |
7,963
+1,228
| +18% | +$55.6K | 0.02% | 235 |
|
|
2025
Q1 | $284K | Buy |
6,735
+106
| +2% | +$4.48K | 0.02% | 233 |
|
|
2024
Q4 | $317K | Buy |
6,629
+703
| +12% | +$33.6K | 0.03% | 232 |
|
|
2024
Q3 | $271K | Buy |
+5,926
| New | +$271K | 0.02% | 243 |
|
|
2024
Q2 | – | Sell |
-4,665
| Closed | -$209K | – | 291 |
|
|
2024
Q1 | $209K | Sell |
4,665
-33
| -0.7% | -$1.48K | 0.02% | 263 |
|
|
2023
Q4 | $203K | Buy |
+4,698
| New | +$203K | 0.03% | 231 |
|
|
2023
Q1 | – | Sell |
-4,615
| Closed | -$201K | – | 254 |
|
|
2022
Q4 | $201K | Sell |
4,615
-2,376
| -34% | -$104K | 0.04% | 227 |
|
|
2022
Q3 | $282K | Sell |
6,991
-3,492
| -33% | -$141K | 0.07% | 189 |
|
|
2022
Q2 | $482K | Hold |
10,483
| – | – | 0.12% | 136 |
|
|
2022
Q1 | $557K | Buy |
10,483
+608
| +6% | +$32.3K | 0.13% | 124 |
|
|
2021
Q4 | $555K | Buy |
9,875
+661
| +7% | +$37.1K | 0.2% | 77 |
|
|
2021
Q3 | $548K | Buy |
9,214
+2,868
| +45% | +$170K | 0.22% | 76 |
|
|
2021
Q2 | $362K | Sell |
6,346
-50
| -0.8% | -$2.85K | 0.14% | 97 |
|
|
2021
Q1 | $354K | Buy |
6,396
+100
| +2% | +$5.53K | 0.15% | 92 |
|
|
2020
Q4 | $293K | Buy |
+6,296
| New | +$293K | 0.18% | 92 |
|
|
2020
Q1 | – | Sell |
-4,061
| Closed | -$240K | – | 90 |
|
|
2019
Q4 | $240K | Buy |
+4,061
| New | +$240K | 0.22% | 79 |
|