Northern Financial 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 | $228K | Buy |
5,033
+241
| +5% | +$10.9K | 0.17% | 99 |
|
|
2025
Q1 | $202K | Sell |
4,792
-326
| -6% | -$13.8K | 0.17% | 105 |
|
|
2024
Q4 | $245K | Sell |
5,118
-202
| -4% | -$9.66K | 0.2% | 100 |
|
|
2024
Q3 | $243K | Sell |
5,320
-969
| -15% | -$44.3K | 0.18% | 99 |
|
|
2024
Q2 | $250K | Sell |
6,289
-3
| -0% | -$119 | 0.2% | 100 |
|
|
2024
Q1 | $281K | Hold |
6,292
| – | – | 0.22% | 101 |
|
|
2023
Q4 | $272K | Buy |
+6,292
| New | +$272K | 0.23% | 102 |
|
|
2023
Q1 | – | Sell |
-6,834
| Closed | -$298K | – | 117 |
|
|
2022
Q4 | $298K | Buy |
+6,834
| New | +$298K | 0.34% | 75 |
|