Patriot Financial Group Insurance Agency’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 | $405K | Buy |
8,951
+783
| +10% | +$35.4K | 0.05% | 350 |
|
|
2025
Q1 | $345K | Buy |
8,168
+224
| +3% | +$9.46K | 0.05% | 358 |
|
|
2024
Q4 | $380K | Buy |
7,944
+158
| +2% | +$7.56K | 0.05% | 328 |
|
|
2024
Q3 | $356K | Buy |
7,786
+30
| +0.4% | +$1.37K | 0.05% | 349 |
|
|
2024
Q2 | $308K | Buy |
7,756
+3,160
| +69% | +$125K | 0.05% | 361 |
|
|
2024
Q1 | $205K | Buy |
+4,596
| New | +$205K | 0.03% | 443 |
|
|
2022
Q3 | – | Sell |
-1,188
| Closed | -$55K | – | 1864 |
|
|
2022
Q2 | $55K | Sell |
1,188
-67
| -5% | -$3.1K | 0.01% | 704 |
|
|
2022
Q1 | $67K | Sell |
1,255
-549
| -30% | -$29.3K | 0.01% | 701 |
|
|
2021
Q4 | $101K | Sell |
1,804
-4
| -0.2% | -$224 | 0.02% | 655 |
|
|
2021
Q3 | $107K | Buy |
1,808
+425
| +31% | +$25.2K | 0.02% | 630 |
|
|
2021
Q2 | $79K | Buy |
1,383
+205
| +17% | +$11.7K | 0.01% | 700 |
|
|
2021
Q1 | $65K | Buy |
1,178
+134
| +13% | +$7.39K | 0.01% | 685 |
|
|
2020
Q4 | $49K | Buy |
1,044
+388
| +59% | +$18.2K | 0.01% | 695 |
|
|
2020
Q3 | $24K | Sell |
656
-200
| -23% | -$7.32K | 0.01% | 748 |
|
|
2020
Q2 | $32K | Sell |
856
-2,808
| -77% | -$105K | 0.01% | 620 |
|
|
2020
Q1 | $126K | Buy |
3,664
+745
| +26% | +$25.6K | 0.06% | 287 |
|
|
2019
Q4 | $173K | Buy |
2,919
+68
| +2% | +$4.03K | 0.06% | 242 |
|
|
2019
Q3 | $158K | Buy |
2,851
+308
| +12% | +$17.1K | 0.07% | 244 |
|
|
2019
Q2 | $135K | Buy |
2,543
+4
| +0.2% | +$212 | 0.06% | 257 |
|
|
2019
Q1 | $122K | Buy |
2,539
+104
| +4% | +$5K | 0.06% | 239 |
|
|
2018
Q4 | $111K | Buy |
2,435
+960
| +65% | +$43.8K | 0.07% | 197 |
|
|
2018
Q3 | $78K | Buy |
1,475
+290
| +24% | +$15.3K | 0.05% | 233 |
|
|
2018
Q2 | $59K | Buy |
1,185
+1,135
| +2,270% | +$56.5K | 0.06% | 171 |
|
|
2018
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 887 |
|
|
2017
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 841 |
|
|
2017
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 806 |
|
|
2017
Q2 | $3K | Sell |
50
-1,339
| -96% | -$80.3K | ﹤0.01% | 796 |
|
|
2017
Q1 | $71K | Sell |
1,389
-458
| -25% | -$23.4K | 0.07% | 184 |
|
|
2016
Q4 | $95K | Buy |
+1,847
| New | +$95K | 0.13% | 147 |
|