Pure 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 | $354K | Buy |
7,815
+287
| +4% | +$13K | 0.01% | 358 |
|
|
2025
Q1 | $318K | Buy |
7,528
+540
| +8% | +$22.8K | 0.01% | 301 |
|
|
2024
Q4 | $334K | Buy |
6,988
+519
| +8% | +$24.8K | 0.01% | 270 |
|
|
2024
Q3 | $296K | Buy |
6,469
+83
| +1% | +$3.8K | 0.01% | 279 |
|
|
2024
Q2 | $254K | Buy |
6,386
+162
| +3% | +$6.43K | 0.01% | 280 |
|
|
2024
Q1 | $278K | Sell |
6,224
-23,989
| -79% | -$1.07M | 0.01% | 264 |
|
|
2023
Q4 | $1.31M | Sell |
30,213
-1,657
| -5% | -$71.7K | 0.05% | 125 |
|
|
2023
Q3 | $1.05M | Buy |
+31,870
| New | +$1.05M | 0.04% | 126 |
|
|
2023
Q2 | – | Sell |
-5,867
| Closed | -$212K | – | 261 |
|
|
2023
Q1 | $212K | Buy |
5,867
+550
| +10% | +$19.8K | 0.01% | 240 |
|
|
2022
Q4 | $232K | Sell |
5,317
-194
| -4% | -$8.46K | 0.01% | 223 |
|
|
2022
Q3 | $222K | Buy |
5,511
+101
| +2% | +$4.07K | 0.01% | 211 |
|
|
2022
Q2 | $249K | Sell |
5,410
-1,944
| -26% | -$89.5K | 0.02% | 212 |
|
|
2022
Q1 | $391K | Buy |
+7,354
| New | +$391K | 0.02% | 163 |
|
|
2020
Q3 | – | Sell |
-6,387
| Closed | -$235K | – | 158 |
|
|
2020
Q2 | $235K | Hold |
6,387
| – | – | 0.04% | 127 |
|
|
2020
Q1 | $220K | Buy |
6,387
+544
| +9% | +$18.7K | 0.04% | 124 |
|
|
2019
Q4 | $346K | Hold |
5,843
| – | – | 0.06% | 108 |
|
|
2019
Q3 | $323K | Hold |
5,843
| – | – | 0.06% | 108 |
|
|
2019
Q2 | $306K | Hold |
5,843
| – | – | 0.05% | 112 |
|
|
2019
Q1 | $282K | Sell |
5,843
-17
| -0.3% | -$820 | 0.05% | 118 |
|
|
2018
Q4 | $268K | Sell |
5,860
-191
| -3% | -$8.74K | 0.05% | 123 |
|
|
2018
Q3 | $320K | Buy |
+6,051
| New | +$320K | 0.07% | 117 |
|
|
2017
Q4 | – | Sell |
-6,229
| Closed | -$334K | – | 95 |
|
|
2017
Q3 | $334K | Hold |
6,229
| – | – | 0.09% | 91 |
|
|
2017
Q2 | $323K | Buy |
6,229
+163
| +3% | +$8.45K | 0.09% | 92 |
|
|
2017
Q1 | $312K | Buy |
6,066
+197
| +3% | +$10.1K | 0.09% | 85 |
|
|
2016
Q4 | $301K | Sell |
5,869
-105
| -2% | -$5.39K | 0.09% | 82 |
|
|
2016
Q3 | $256K | Sell |
5,974
-169
| -3% | -$7.24K | 0.08% | 83 |
|
|
2016
Q2 | $248K | Buy |
6,143
+300
| +5% | +$12.1K | 0.09% | 83 |
|
|
2016
Q1 | $238K | Hold |
5,843
| – | – | 0.09% | 91 |
|
|
2015
Q4 | $249K | Hold |
5,843
| – | – | 0.11% | 59 |
|
|
2015
Q3 | $240K | Sell |
5,843
-27
| -0.5% | -$1.11K | 0.11% | 57 |
|
|
2015
Q2 | $255K | Buy |
+5,870
| New | +$255K | 0.13% | 59 |
|