Sanders Morris Harris’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 | – | Sell |
-7,560
| Closed | -$316K | – | 295 |
|
|
2025
Q1 | $316K | Hold |
7,560
| – | – | 0.05% | 198 |
|
|
2024
Q4 | $362K | Hold |
7,560
| – | – | 0.05% | 197 |
|
|
2024
Q3 | $346K | Hold |
7,560
| – | – | 0.06% | 195 |
|
|
2024
Q2 | $300K | Hold |
7,560
| – | – | 0.05% | 215 |
|
|
2024
Q1 | $338K | Hold |
7,560
| – | – | 0.06% | 198 |
|
|
2023
Q4 | $331K | Hold |
7,560
| – | – | 0.16% | 139 |
|
|
2023
Q3 | $243K | Hold |
7,560
| – | – | 0.05% | 215 |
|
|
2023
Q2 | $254K | Buy |
+7,560
| New | +$254K | 0.06% | 207 |
|
|
2023
Q1 | – | Sell |
-7,760
| Closed | -$338K | – | 245 |
|
|
2022
Q4 | $338K | Hold |
7,760
| – | – | 0.13% | 145 |
|
|
2022
Q3 | $322K | Hold |
7,760
| – | – | 0.08% | 187 |
|
|
2022
Q2 | $361K | Hold |
7,760
| – | – | 0.08% | 182 |
|
|
2022
Q1 | $413K | Hold |
7,760
| – | – | 0.08% | 189 |
|
|
2021
Q4 | $443K | Hold |
7,760
| – | – | 0.08% | 180 |
|
|
2021
Q3 | $480K | Sell |
7,760
-200
| -3% | -$12.4K | 0.09% | 172 |
|
|
2021
Q2 | $445K | Hold |
7,960
| – | – | 0.09% | 187 |
|
|
2021
Q1 | $452K | Buy |
7,960
+200
| +3% | +$11.4K | 0.1% | 172 |
|
|
2020
Q4 | $383K | Buy |
7,760
+200
| +3% | +$9.87K | 0.09% | 192 |
|
|
2020
Q3 | $290K | Buy |
+7,560
| New | +$290K | 0.08% | 209 |
|
|
2020
Q2 | – | Sell |
-17,560
| Closed | -$1.04M | – | 216 |
|
|
2020
Q1 | $1.04M | Hold |
17,560
| – | – | 1.02% | 27 |
|
|
2019
Q4 | $1.04M | Hold |
17,560
| – | – | 0.24% | 107 |
|
|
2019
Q3 | $931K | Hold |
17,560
| – | – | 0.23% | 96 |
|
|
2019
Q2 | $928K | Buy |
+17,560
| New | +$928K | 0.24% | 91 |
|
|
2016
Q2 | – | Sell |
-12,070
| Closed | -$490K | – | 327 |
|
|
2016
Q1 | $490K | Buy |
+12,070
| New | +$490K | 0.08% | 191 |
|