OIA
Optimum Investment Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Hold |
3,037
| – | – | 0.06% | 212 |
|
|
2025
Q1 | $128K | Sell |
3,037
-38
| -1% | -$1.6K | 0.06% | 215 |
|
|
2024
Q4 | $147K | Hold |
3,075
| – | – | 0.06% | 211 |
|
|
2024
Q3 | $141K | Hold |
3,075
| – | – | 0.06% | 233 |
|
|
2024
Q2 | $122K | Hold |
3,075
| – | – | 0.05% | 241 |
|
|
2024
Q1 | $137K | Hold |
3,075
| – | – | 0.06% | 229 |
|
|
2023
Q4 | $133K | Sell |
3,075
-1,439
| -32% | -$62.3K | 0.07% | 223 |
|
|
2023
Q3 | $149K | Buy |
4,514
+2
| +0% | +$66 | 0.08% | 208 |
|
|
2023
Q2 | $149K | Buy |
4,512
+1,437
| +47% | +$47.5K | 0.07% | 222 |
|
|
2023
Q1 | $111K | Hold |
3,075
| – | – | 0.06% | 250 |
|
|
2022
Q4 | $134K | Hold |
3,075
| – | – | 0.07% | 227 |
|
|
2022
Q3 | $124K | Buy |
3,075
+38
| +1% | +$1.53K | 0.07% | 239 |
|
|
2022
Q2 | $140K | Hold |
3,037
| – | – | 0.07% | 236 |
|
|
2022
Q1 | $161K | Sell |
3,037
-9,338
| -75% | -$495K | 0.07% | 242 |
|
|
2021
Q4 | $695K | Sell |
12,375
-6,162
| -33% | -$346K | 0.27% | 83 |
|
|
2021
Q3 | $1.1M | Sell |
18,537
-450
| -2% | -$26.8K | 0.46% | 45 |
|
|
2021
Q2 | $1.08M | Sell |
18,987
-5,800
| -23% | -$331K | 0.34% | 59 |
|
|
2021
Q1 | $1.37M | Hold |
24,787
| – | – | 0.4% | 55 |
|
|
2020
Q4 | $1.16M | Buy |
24,787
+1,200
| +5% | +$55.9K | 0.35% | 64 |
|
|
2020
Q3 | $846K | Sell |
23,587
-3,500
| -13% | -$126K | 0.28% | 80 |
|
|
2020
Q2 | $997K | Hold |
27,087
| – | – | 0.35% | 65 |
|
|
2020
Q1 | $933K | Sell |
27,087
-1,800
| -6% | -$62K | 0.38% | 64 |
|
|
2019
Q4 | $1.71M | Sell |
28,887
-1,150
| -4% | -$68.2K | 0.51% | 41 |
|
|
2019
Q3 | $1.66M | Sell |
30,037
-1,700
| -5% | -$94.1K | 0.52% | 40 |
|
|
2019
Q2 | $1.66M | Hold |
31,737
| – | – | 0.54% | 42 |
|
|
2019
Q1 | $1.53M | Sell |
31,737
-576
| -2% | -$27.8K | 0.5% | 43 |
|
|
2018
Q4 | $1.48M | Sell |
32,313
-1,895
| -6% | -$86.6K | 0.51% | 43 |
|
|
2018
Q3 | $1.81M | Buy |
34,208
+195
| +0.6% | +$10.3K | 0.5% | 41 |
|
|
2018
Q2 | $1.7M | Sell |
34,013
-1,500
| -4% | -$75K | 0.49% | 42 |
|
|
2018
Q1 | $1.79M | Sell |
35,513
-2,150
| -6% | -$109K | 0.53% | 42 |
|
|
2017
Q4 | $2.02M | Sell |
37,663
-4,000
| -10% | -$214K | 0.64% | 37 |
|
|
2017
Q3 | $2.23M | Sell |
41,663
-1,200
| -3% | -$64.3K | 0.75% | 32 |
|
|
2017
Q2 | $2.23M | Sell |
42,863
-4,024
| -9% | -$209K | 0.77% | 30 |
|
|
2017
Q1 | $2.42M | Sell |
46,887
-1,000
| -2% | -$51.5K | 0.86% | 26 |
|
|
2016
Q4 | $2.46M | Sell |
47,887
-2,500
| -5% | -$128K | 0.93% | 24 |
|
|
2016
Q3 | $2.16M | Hold |
50,387
| – | – | 0.81% | 27 |
|
|
2016
Q2 | $2.03M | Sell |
50,387
-500
| -1% | -$20.2K | 0.79% | 27 |
|
|
2016
Q1 | $2.07M | Sell |
50,887
-1,200
| -2% | -$48.7K | 0.81% | 28 |
|
|
2015
Q4 | $2.22M | Buy |
52,087
+600
| +1% | +$25.6K | 0.86% | 23 |
|
|
2015
Q3 | $2.11M | Buy |
+51,487
| New | +$2.11M | 0.85% | 23 |
|
|
2015
Q1 | $2.4M | Sell |
54,937
-19,050
| -26% | -$832K | 0.76% | 25 |
|
|
2014
Q4 | $3.33M | Sell |
73,987
-5,000
| -6% | -$225K | 1.07% | 12 |
|
|
2014
Q3 | $3.3M | Sell |
78,987
-400
| -0.5% | -$16.7K | 1.1% | 12 |
|
|
2014
Q2 | $3.44M | Buy |
79,387
+400
| +0.5% | +$17.3K | 1.11% | 15 |
|
|
2014
Q1 | $3.39M | Hold |
78,987
| – | – | 1.27% | 10 |
|
|
2013
Q4 | $3.19M | Hold |
78,987
| – | – | 1.2% | 15 |
|
|
2013
Q3 | $2.89M | Buy |
+78,987
| New | +$2.89M | 1.19% | 14 |
|