Resonant Capital 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
$2.5M Buy
54,566
+1,682
+3% +$77K 0.16% 102
2025
Q1
$2.26M Sell
52,884
-773
-1% -$33K 0.16% 99
2024
Q4
$2.59M Sell
53,657
-9,831
-15% -$475K 0.19% 95
2024
Q3
$2.94M Sell
63,488
-4,922
-7% -$228K 0.22% 87
2024
Q2
$2.75M Buy
68,410
+86
+0.1% +$3.46K 0.22% 82
2024
Q1
$3.09M Buy
68,324
+452
+0.7% +$20.4K 0.26% 83
2023
Q4
$2.97M Buy
67,872
+56,444
+494% +$2.47M 0.29% 74
2023
Q3
$383K Buy
11,428
+289
+3% +$9.69K 0.04% 188
2023
Q2
$373K Buy
11,139
+438
+4% +$14.7K 0.04% 184
2023
Q1
$391K Sell
10,701
-457
-4% -$16.7K 0.04% 178
2022
Q4
$492K Sell
11,158
-409
-4% -$18K 0.06% 169
2022
Q3
$472K Sell
11,567
-532
-4% -$21.7K 0.07% 152
2022
Q2
$562K Buy
12,099
+69
+0.6% +$3.21K 0.09% 142
2022
Q1
$642K Buy
12,030
+600
+5% +$32K 0.1% 124
2021
Q4
$647K Buy
11,430
+43
+0.4% +$2.43K 0.1% 119
2021
Q3
$682K Buy
11,387
+106
+0.9% +$6.35K 0.12% 102
2021
Q2
$647K Sell
11,281
-2,808
-20% -$161K 0.13% 95
2021
Q1
$785K Sell
14,089
-675
-5% -$37.6K 0.16% 91
2020
Q4
$694K Sell
14,764
-250
-2% -$11.8K 0.16% 92
2020
Q3
$545K Sell
15,014
-5,319
-26% -$193K 0.16% 91
2020
Q2
$749K Sell
20,333
-1,550
-7% -$57.1K 0.22% 88
2020
Q1
$754K Sell
21,883
-126
-0.6% -$4.34K 0.27% 100
2019
Q4
$1.31M Buy
+22,009
New +$1.31M 0.41% 77