Red Door Wealth Management’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 | $311K | Buy |
6,872
+1,302
| +23% | +$58.9K | 0.04% | 204 |
|
|
2025
Q1 | $235K | Buy |
5,570
+209
| +4% | +$8.82K | 0.03% | 207 |
|
|
2024
Q4 | $256K | Buy |
+5,361
| New | +$256K | 0.04% | 197 |
|
|
2021
Q3 | – | Sell |
-2,497
| Closed | -$142K | – | 583 |
|
|
2021
Q2 | $142K | Buy |
+2,497
| New | +$142K | 0.06% | 174 |
|
|
2020
Q3 | – | Sell |
-1,861
| Closed | -$68K | – | 407 |
|
|
2020
Q2 | $68K | Buy |
1,861
+80
| +4% | +$2.92K | 0.05% | 164 |
|
|
2020
Q1 | $61K | Buy |
+1,781
| New | +$61K | 0.06% | 159 |
|