OneDigital 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 | $1.17M | Buy |
25,851
+356
| +1% | +$16.1K | 0.01% | 584 |
|
|
2025
Q1 | $1.08M | Sell |
25,495
-6,630
| -21% | -$280K | 0.01% | 582 |
|
|
2024
Q4 | $1.54M | Sell |
32,125
-2,169
| -6% | -$104K | 0.02% | 496 |
|
|
2024
Q3 | $1.57M | Buy |
34,294
+2,232
| +7% | +$102K | 0.02% | 511 |
|
|
2024
Q2 | $1.27M | Buy |
32,062
+3,840
| +14% | +$152K | 0.02% | 540 |
|
|
2024
Q1 | $1.26M | Buy |
28,222
+984
| +4% | +$44K | 0.02% | 439 |
|
|
2023
Q4 | $1.18M | Buy |
27,238
+2,083
| +8% | +$90.2K | 0.02% | 424 |
|
|
2023
Q3 | $832K | Sell |
25,155
-320
| -1% | -$10.6K | 0.02% | 469 |
|
|
2023
Q2 | $842K | Sell |
25,475
-618
| -2% | -$20.4K | 0.02% | 453 |
|
|
2023
Q1 | $941K | Buy |
26,093
+1,999
| +8% | +$72.1K | 0.02% | 403 |
|
|
2022
Q4 | $1.05M | Buy |
24,094
+7,303
| +43% | +$318K | 0.03% | 344 |
|
|
2022
Q3 | $677K | Buy |
16,791
+833
| +5% | +$33.6K | 0.03% | 384 |
|
|
2022
Q2 | $734K | Buy |
15,958
+2,369
| +17% | +$109K | 0.03% | 323 |
|
|
2022
Q1 | $722K | Buy |
13,589
+1,770
| +15% | +$94K | 0.03% | 345 |
|
|
2021
Q4 | $664K | Sell |
11,819
-13,446
| -53% | -$755K | 0.02% | 350 |
|
|
2021
Q3 | $1.5M | Buy |
25,265
+7,131
| +39% | +$424K | 0.06% | 193 |
|
|
2021
Q2 | $1.03M | Sell |
18,134
-1,435
| -7% | -$81.7K | 0.04% | 245 |
|
|
2021
Q1 | $1.08M | Sell |
19,569
-703
| -3% | -$38.9K | 0.05% | 229 |
|
|
2020
Q4 | $966K | Sell |
20,272
-341
| -2% | -$16.2K | 0.05% | 234 |
|
|
2020
Q3 | $746K | Sell |
20,613
-17,916
| -47% | -$648K | 0.05% | 232 |
|
|
2020
Q2 | $1.42M | Buy |
38,529
+1,214
| +3% | +$44.7K | 0.1% | 170 |
|
|
2020
Q1 | $1.24M | Buy |
37,315
+3,489
| +10% | +$116K | 0.11% | 169 |
|
|
2019
Q4 | $2.01M | Sell |
33,826
-1,519
| -4% | -$90.1K | 0.16% | 126 |
|
|
2019
Q3 | $1.96M | Buy |
35,345
+23,340
| +194% | +$1.29M | 0.18% | 115 |
|
|
2019
Q2 | $629K | Sell |
12,005
-4,108
| -25% | -$215K | 0.05% | 218 |
|
|
2019
Q1 | $794K | Sell |
16,113
-621
| -4% | -$30.6K | 0.12% | 132 |
|
|
2018
Q4 | $764K | Buy |
16,734
+5,604
| +50% | +$256K | 0.13% | 121 |
|
|
2018
Q3 | $588K | Buy |
11,130
+911
| +9% | +$48.1K | 0.14% | 92 |
|
|
2018
Q2 | $511K | Buy |
10,219
+47
| +0.5% | +$2.35K | 0.11% | 122 |
|
|
2018
Q1 | $514K | Buy |
10,172
+51
| +0.5% | +$2.58K | 0.11% | 121 |
|
|
2017
Q4 | $543K | Buy |
10,121
+8,785
| +658% | +$471K | 0.06% | 118 |
|
|
2017
Q3 | $72K | Sell |
1,336
-6,000
| -82% | -$323K | 0.03% | 295 |
|
|
2017
Q2 | $381K | Buy |
+7,336
| New | +$381K | 0.11% | 139 |
|