Plante Moran Financial Advisors’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 | $18.8K | Sell |
415
-125
| -23% | -$5.66K | ﹤0.01% | 480 |
|
|
2025
Q1 | $22.8K | Sell |
540
-15
| -3% | -$634 | ﹤0.01% | 468 |
|
|
2024
Q4 | $26.6K | Sell |
555
-56
| -9% | -$2.68K | ﹤0.01% | 439 |
|
|
2024
Q3 | $28K | Buy |
611
+71
| +13% | +$3.25K | ﹤0.01% | 475 |
|
|
2024
Q2 | $21.4K | Hold |
540
| – | – | ﹤0.01% | 467 |
|
|
2024
Q1 | $24.2K | Sell |
540
-710
| -57% | -$31.8K | ﹤0.01% | 473 |
|
|
2023
Q4 | $54.1K | Buy |
1,250
+223
| +22% | +$9.65K | 0.01% | 311 |
|
|
2023
Q3 | $34K | Hold |
1,027
| – | – | ﹤0.01% | 346 |
|
|
2023
Q2 | $33.9K | Sell |
1,027
-34
| -3% | -$1.12K | ﹤0.01% | 351 |
|
|
2023
Q1 | $38.3K | Buy |
1,061
+4
| +0.4% | +$144 | 0.01% | 329 |
|
|
2022
Q4 | $46.1K | Buy |
1,057
+4
| +0.4% | +$174 | 0.01% | 318 |
|
|
2022
Q3 | $42K | Sell |
1,053
-584
| -36% | -$23.3K | 0.01% | 338 |
|
|
2022
Q2 | $75K | Buy |
1,637
+115
| +8% | +$5.27K | 0.01% | 254 |
|
|
2022
Q1 | $81K | Sell |
1,522
-252
| -14% | -$13.4K | 0.02% | 253 |
|
|
2021
Q4 | $100K | Sell |
1,774
-608
| -26% | -$34.3K | 0.02% | 253 |
|
|
2021
Q3 | $142K | Buy |
2,382
+1,091
| +85% | +$65K | 0.03% | 224 |
|
|
2021
Q2 | $74K | Buy |
1,291
+482
| +60% | +$27.6K | 0.02% | 299 |
|
|
2021
Q1 | $45K | Sell |
809
-597
| -42% | -$33.2K | 0.01% | 388 |
|
|
2020
Q4 | $66K | Buy |
1,406
+4
| +0.3% | +$188 | 0.02% | 305 |
|
|
2020
Q3 | $50K | Sell |
1,402
-1,589
| -53% | -$56.7K | 0.02% | 322 |
|
|
2020
Q2 | $110K | Sell |
2,991
-398
| -12% | -$14.6K | 0.04% | 198 |
|
|
2020
Q1 | $117K | Buy |
3,389
+103
| +3% | +$3.56K | 0.05% | 174 |
|
|
2019
Q4 | $195K | Sell |
3,286
-707
| -18% | -$42K | 0.07% | 155 |
|
|
2019
Q3 | $221K | Hold |
3,993
| – | – | 0.06% | 145 |
|
|
2019
Q2 | $209K | Hold |
3,993
| – | – | 0.06% | 143 |
|
|
2019
Q1 | $192K | Hold |
3,993
| – | – | 0.06% | 156 |
|
|
2018
Q4 | $182K | Sell |
3,993
-300
| -7% | -$13.7K | 0.06% | 140 |
|
|
2018
Q3 | $227K | Sell |
4,293
-63
| -1% | -$3.33K | 0.07% | 133 |
|
|
2018
Q2 | $218K | Sell |
4,356
-76
| -2% | -$3.8K | 0.11% | 151 |
|
|
2018
Q1 | $224K | Sell |
4,432
-374
| -8% | -$18.9K | 0.12% | 131 |
|
|
2017
Q4 | $258K | Buy |
4,806
+400
| +9% | +$21.5K | 0.14% | 115 |
|
|
2017
Q3 | $236K | Hold |
4,406
| – | – | 0.14% | 115 |
|
|
2017
Q2 | $229K | Sell |
4,406
-192
| -4% | -$9.98K | 0.14% | 115 |
|
|
2017
Q1 | $237K | Sell |
4,598
-253
| -5% | -$13K | 0.14% | 113 |
|
|
2016
Q4 | $249K | Sell |
4,851
-105
| -2% | -$5.39K | 0.16% | 102 |
|
|
2016
Q3 | $213K | Sell |
4,956
-352
| -7% | -$15.1K | 0.14% | 114 |
|
|
2016
Q2 | $214K | Buy |
5,308
+219
| +4% | +$8.83K | 0.16% | 112 |
|
|
2016
Q1 | $207K | Sell |
5,089
-377
| -7% | -$15.3K | 0.16% | 105 |
|
|
2015
Q4 | $233K | Buy |
5,466
+29
| +0.5% | +$1.24K | 0.17% | 99 |
|
|
2015
Q3 | $223K | Sell |
5,437
-225
| -4% | -$9.23K | 0.18% | 97 |
|
|
2015
Q2 | $246K | Buy |
5,662
+2,210
| +64% | +$96K | 0.18% | 96 |
|
|
2015
Q1 | $151K | Hold |
3,452
| – | – | 0.11% | 143 |
|
|
2014
Q4 | $155K | Hold |
3,452
| – | – | 0.11% | 128 |
|
|
2014
Q3 | $144K | Buy |
3,452
+1,064
| +45% | +$44.4K | 0.13% | 126 |
|
|
2014
Q2 | $103K | Buy |
2,388
+338
| +16% | +$14.6K | 0.09% | 149 |
|
|
2014
Q1 | $88K | Hold |
2,050
| – | – | 0.1% | 122 |
|
|
2013
Q4 | $83K | Hold |
2,050
| – | – | 0.05% | 167 |
|
|
2013
Q3 | $75K | Sell |
2,050
-150
| -7% | -$5.49K | 0.05% | 148 |
|
|
2013
Q2 | $80K | Buy |
+2,200
| New | +$80K | 0.06% | 122 |
|