Secure Asset 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 | $444K | Buy |
9,813
+66
| +0.7% | +$2.99K | 0.08% | 198 |
|
|
2025
Q1 | $412K | Buy |
9,747
+237
| +2% | +$10K | 0.08% | 196 |
|
|
2024
Q4 | $455K | Buy |
9,510
+289
| +3% | +$13.8K | 0.07% | 207 |
|
|
2024
Q3 | $422K | Buy |
9,221
+33
| +0.4% | +$1.51K | 0.07% | 204 |
|
|
2024
Q2 | $365K | Buy |
+9,188
| New | +$365K | 0.07% | 200 |
|
|
2023
Q4 | – | Sell |
-28,235
| Closed | -$933K | – | 244 |
|
|
2023
Q3 | $933K | Buy |
28,235
+968
| +4% | +$32K | 0.28% | 94 |
|
|
2023
Q2 | $901K | Buy |
27,267
+5,013
| +23% | +$166K | 0.27% | 89 |
|
|
2023
Q1 | $802K | Buy |
22,254
+2,406
| +12% | +$86.7K | 0.27% | 96 |
|
|
2022
Q4 | $866K | Buy |
19,848
+14,370
| +262% | +$627K | 0.31% | 80 |
|
|
2022
Q3 | $221K | Buy |
5,478
+802
| +17% | +$32.4K | 0.12% | 133 |
|
|
2022
Q2 | $215K | Buy |
+4,676
| New | +$215K | 0.12% | 148 |
|