Paladin Advisory Group’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 | $305K | Sell |
6,740
-1,000
| -13% | -$45.3K | 0.23% | 69 |
|
|
2025
Q1 | $327K | Hold |
7,740
| – | – | 0.26% | 63 |
|
|
2024
Q4 | $370K | Hold |
7,740
| – | – | 0.28% | 61 |
|
|
2024
Q3 | $354K | Hold |
7,740
| – | – | 0.26% | 65 |
|
|
2024
Q2 | $304K | Hold |
7,740
| – | – | 0.24% | 69 |
|
|
2024
Q1 | $340K | Sell |
7,740
-145
| -2% | -$6.37K | 0.27% | 60 |
|
|
2023
Q4 | $341K | Sell |
7,885
-2,237
| -22% | -$96.8K | 0.28% | 60 |
|
|
2023
Q3 | $335K | Buy |
10,122
+23
| +0.2% | +$760 | 0.28% | 60 |
|
|
2023
Q2 | $334K | Buy |
10,099
+23
| +0.2% | +$760 | 0.27% | 63 |
|
|
2023
Q1 | $363K | Buy |
+10,076
| New | +$363K | 0.3% | 63 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 228 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 232 |
|
|
2022
Q2 | – | Sell |
-9,865
| Closed | -$521K | – | 232 |
|
|
2022
Q1 | $521K | Buy |
+9,865
| New | +$521K | 0.42% | 51 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 228 |
|