Personal CFO Solutions’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 | $679K | Sell |
15,010
-59
| -0.4% | -$2.67K | 0.13% | 172 |
|
|
2025
Q1 | $636K | Sell |
15,069
-155
| -1% | -$6.54K | 0.13% | 174 |
|
|
2024
Q4 | $728K | Sell |
15,224
-907
| -6% | -$43.4K | 0.14% | 157 |
|
|
2024
Q3 | $738K | Sell |
16,131
-2,017
| -11% | -$92.2K | 0.1% | 195 |
|
|
2024
Q2 | $720K | Sell |
18,148
-1,049
| -5% | -$41.6K | 0.11% | 182 |
|
|
2024
Q1 | $858K | Buy |
19,197
+5,121
| +36% | +$229K | 0.13% | 149 |
|
|
2023
Q4 | $609K | Buy |
14,076
+7,438
| +112% | +$322K | 0.11% | 191 |
|
|
2023
Q3 | $219K | Buy |
+6,638
| New | +$219K | 0.04% | 414 |
|
|
2023
Q2 | – | Sell |
-6,452
| Closed | -$233K | – | 516 |
|
|
2023
Q1 | $233K | Sell |
6,452
-144
| -2% | -$5.19K | 0.05% | 399 |
|
|
2022
Q4 | $288K | Buy |
6,596
+1,620
| +33% | +$70.6K | 0.06% | 309 |
|
|
2022
Q3 | $201K | Sell |
4,976
-143
| -3% | -$5.78K | 0.05% | 377 |
|
|
2022
Q2 | $236K | Buy |
5,119
+303
| +6% | +$14K | 0.06% | 337 |
|
|
2022
Q1 | $256K | Buy |
4,816
+180
| +4% | +$9.57K | 0.05% | 377 |
|
|
2021
Q4 | $260K | Buy |
4,636
+623
| +16% | +$34.9K | 0.05% | 367 |
|
|
2021
Q3 | $239K | Buy |
4,013
+273
| +7% | +$16.3K | 0.05% | 377 |
|
|
2021
Q2 | $213K | Buy |
+3,740
| New | +$213K | 0.04% | 399 |
|