Prospera Financial Services’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 | $5.73M | Buy |
126,683
+7,046
| +6% | +$319K | 0.11% | 206 |
|
2025
Q1 | $5.05M | Buy |
119,637
+3,922
| +3% | +$166K | 0.12% | 195 |
|
2024
Q4 | $5.53M | Buy |
115,715
+2,889
| +3% | +$138K | 0.13% | 178 |
|
2024
Q3 | $5.16M | Buy |
112,826
+15,908
| +16% | +$728K | 0.13% | 175 |
|
2024
Q2 | $3.85M | Buy |
96,918
+11,783
| +14% | +$468K | 0.11% | 208 |
|
2024
Q1 | $3.81M | Sell |
85,135
-50,791
| -37% | -$2.27M | 0.11% | 198 |
|
2023
Q4 | $5.88M | Sell |
135,926
-20,048
| -13% | -$868K | 0.19% | 120 |
|
2023
Q3 | $5.16M | Sell |
155,974
-111
| -0.1% | -$3.67K | 0.2% | 114 |
|
2023
Q2 | $5.16M | Buy |
156,085
+48,776
| +45% | +$1.61M | 0.2% | 124 |
|
2023
Q1 | $3.87M | Buy |
107,309
+50,812
| +90% | +$1.83M | 0.16% | 154 |
|
2022
Q4 | $2.46M | Sell |
56,497
-29,598
| -34% | -$1.29M | 0.12% | 194 |
|
2022
Q3 | $3.47M | Buy |
86,095
+11,211
| +15% | +$452K | 0.18% | 138 |
|
2022
Q2 | $3.45M | Buy |
74,884
+744
| +1% | +$34.2K | 0.18% | 140 |
|
2022
Q1 | $3.94M | Buy |
74,140
+3,964
| +6% | +$211K | 0.17% | 143 |
|
2021
Q4 | $3.94M | Buy |
70,176
+4,756
| +7% | +$267K | 0.17% | 144 |
|
2021
Q3 | $3.89M | Buy |
65,420
+3,596
| +6% | +$214K | 0.19% | 129 |
|
2021
Q2 | $3.52M | Buy |
61,824
+32,635
| +112% | +$1.86M | 0.18% | 143 |
|
2021
Q1 | $1.61M | Buy |
29,189
+5,019
| +21% | +$278K | 0.1% | 251 |
|
2020
Q4 | $1.13M | Buy |
24,170
+20,903
| +640% | +$975K | 0.08% | 269 |
|
2020
Q3 | $117K | Sell |
3,267
-9,712
| -75% | -$348K | 0.04% | 369 |
|
2020
Q2 | $478K | Buy |
12,979
+2,236
| +21% | +$82.3K | 0.04% | 364 |
|
2020
Q1 | $370K | Sell |
10,743
-15,971
| -60% | -$550K | 0.04% | 367 |
|
2019
Q4 | $1.58M | Buy |
26,714
+18,438
| +223% | +$1.09M | 0.12% | 205 |
|
2019
Q3 | $458K | Buy |
8,276
+208
| +3% | +$11.5K | 0.05% | 327 |
|
2019
Q2 | $429K | Buy |
8,068
+1,220
| +18% | +$64.9K | 0.05% | 320 |
|
2019
Q1 | $342K | Buy |
6,848
+883
| +15% | +$44.1K | 0.11% | 229 |
|
2018
Q4 | $275K | Buy |
5,965
+594
| +11% | +$27.4K | 0.06% | 304 |
|
2018
Q3 | $275K | Sell |
5,371
-820
| -13% | -$42K | 0.05% | 327 |
|
2018
Q2 | $309K | Buy |
6,191
+1,279
| +26% | +$63.8K | 0.04% | 340 |
|
2018
Q1 | $248K | Buy |
+4,912
| New | +$248K | 0.03% | 379 |
|
2017
Q4 | – | Sell |
-4,206
| Closed | -$225K | – | 448 |
|
2017
Q3 | $225K | Sell |
4,206
-757
| -15% | -$40.5K | 0.03% | 379 |
|
2017
Q2 | $258K | Buy |
4,963
+514
| +12% | +$26.7K | 0.04% | 344 |
|
2017
Q1 | $228K | Sell |
4,449
-321
| -7% | -$16.5K | 0.04% | 318 |
|
2016
Q4 | $244K | Sell |
4,770
-97
| -2% | -$4.96K | 0.05% | 306 |
|
2016
Q3 | $209K | Buy |
+4,867
| New | +$209K | 0.04% | 341 |
|
2016
Q2 | – | Sell |
-6,282
| Closed | -$255K | – | 376 |
|
2016
Q1 | $255K | Buy |
+6,282
| New | +$255K | 0.06% | 247 |
|