Principle Wealth Partners’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 | $1.43M | Sell |
31,619
-5,250
| -14% | -$238K | 0.09% | 132 |
|
|
2025
Q1 | $1.56M | Sell |
36,869
-1,423
| -4% | -$60.1K | 0.11% | 132 |
|
|
2024
Q4 | $1.83M | Buy |
38,292
+30
| +0.1% | +$1.44K | 0.13% | 126 |
|
|
2024
Q3 | $1.75M | Sell |
38,262
-1,230
| -3% | -$56.2K | 0.12% | 130 |
|
|
2024
Q2 | $1.57M | Sell |
39,492
-1,895
| -5% | -$75.2K | 0.12% | 131 |
|
|
2024
Q1 | $1.85M | Buy |
41,387
+883
| +2% | +$39.5K | 0.14% | 124 |
|
|
2023
Q4 | $1.75M | Sell |
40,504
-5,236
| -11% | -$227K | 0.15% | 121 |
|
|
2023
Q3 | $1.51M | Sell |
45,740
-1,636
| -3% | -$54.1K | 0.15% | 120 |
|
|
2023
Q2 | $1.57M | Buy |
47,376
+15,431
| +48% | +$510K | 0.16% | 113 |
|
|
2023
Q1 | $1.15M | Buy |
31,945
+3,340
| +12% | +$120K | 0.12% | 129 |
|
|
2022
Q4 | $1.25M | Buy |
28,605
+2,912
| +11% | +$127K | 0.14% | 114 |
|
|
2022
Q3 | $1.04K | Buy |
25,693
+3,205
| +14% | +$129 | 0.1% | 116 |
|
|
2022
Q2 | $1.04M | Sell |
22,488
-2,156
| -9% | -$99.2K | 0.12% | 131 |
|
|
2022
Q1 | $1.31M | Buy |
24,644
+9,420
| +62% | +$501K | 0.14% | 117 |
|
|
2021
Q4 | $855K | Buy |
15,224
+137
| +0.9% | +$7.69K | 0.09% | 151 |
|
|
2021
Q3 | $897K | Hold |
15,087
| – | – | 0.1% | 138 |
|
|
2021
Q2 | $860K | Sell |
15,087
-613
| -4% | -$34.9K | 0.1% | 142 |
|
|
2021
Q1 | $868K | Buy |
15,700
+1,000
| +7% | +$55.3K | 0.1% | 135 |
|
|
2020
Q4 | $685K | Buy |
14,700
+1,660
| +13% | +$77.4K | 0.09% | 148 |
|
|
2020
Q3 | $467K | Hold |
13,040
| – | – | 0.13% | 91 |
|
|
2020
Q2 | $480K | Hold |
13,040
| – | – | 0.14% | 87 |
|
|
2020
Q1 | $449K | Sell |
13,040
-763
| -6% | -$26.3K | 0.17% | 86 |
|
|
2019
Q4 | $818K | Hold |
13,803
| – | – | 0.26% | 64 |
|
|
2019
Q3 | $764K | Buy |
13,803
+9,883
| +252% | +$547K | 0.26% | 69 |
|
|
2019
Q2 | $205K | Buy |
+3,920
| New | +$205K | 0.11% | 134 |
|