Patriot Financial Group Insurance Agency’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $406K | Sell |
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|
2025
Q2 | $405K | Buy |
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|
2025
Q1 | $345K | Buy |
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|
2024
Q4 | $380K | Buy |
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|
2024
Q3 | $356K | Buy |
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|
2024
Q2 | $308K | Buy |
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|
2024
Q1 | $205K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $55K | Sell |
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|
2022
Q1 | $67K | Sell |
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|
2021
Q4 | $101K | Sell |
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|
2021
Q3 | $107K | Buy |
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|
2021
Q2 | $79K | Buy |
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|
2021
Q1 | $65K | Buy |
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|
2020
Q4 | $49K | Buy |
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|
2020
Q3 | $24K | Sell |
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|
2020
Q2 | $32K | Sell |
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|
2020
Q1 | $126K | Buy |
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|
2019
Q4 | $173K | Buy |
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|
2019
Q3 | $158K | Buy |
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|
2019
Q2 | $135K | Buy |
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|
2019
Q1 | $122K | Buy |
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|
2018
Q4 | $111K | Buy |
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|
2018
Q3 | $78K | Buy |
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|
2018
Q2 | $59K | Buy |
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|
2018
Q1 | $2K | Hold |
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|
2017
Q4 | $3K | Hold |
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|
2017
Q3 | $3K | Hold |
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|
2017
Q2 | $3K | Sell |
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|
2017
Q1 | $71K | Sell |
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|
2016
Q4 | $95K | Buy |
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