Sequoia Financial Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.17M | Buy |
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|
2025
Q2 | $8.09M | Buy |
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|
2025
Q1 | $7.27M | Buy |
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|
2024
Q4 | $6.31M | Buy |
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|
2024
Q3 | $4.55M | Buy |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $5.67M | Sell |
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|
2023
Q4 | $6.51M | Buy |
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|
2023
Q3 | $4.69M | Sell |
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|
2023
Q2 | $5.37M | Sell |
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|
2023
Q1 | $7.81M | Buy |
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|
2022
Q4 | $8.3M | Buy |
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|
2022
Q3 | $5.22M | Buy |
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|
2022
Q2 | $5.38M | Buy |
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|
2022
Q1 | $4.96M | Buy |
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|
2021
Q4 | $4.33M | Buy |
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|
2021
Q3 | $422K | Sell |
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|
2021
Q2 | $3.07M | Buy |
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|
2021
Q1 | $2.2M | Buy |
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|
2020
Q4 | $406K | Buy |
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|
2020
Q3 | $304K | Buy |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $527K | Buy |
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|
2019
Q4 | $409K | Buy |
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|
2019
Q3 | $363K | Buy |
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|
2019
Q2 | $343K | Sell |
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|
2019
Q1 | $323K | Buy |
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|
2018
Q4 | $285K | Buy |
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|
2018
Q3 | $312K | Sell |
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|
2018
Q2 | $350K | Buy |
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|
2018
Q1 | $341K | Buy |
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|
2017
Q4 | $355K | Sell |
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|
2017
Q3 | $383K | Buy |
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|
2017
Q2 | $350K | Sell |
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|
2017
Q1 | $351K | Sell |
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|
2016
Q4 | $382K | Hold |
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|
2016
Q3 | $319K | Sell |
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|
2016
Q2 | $332K | Sell |
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|
2016
Q1 | $380K | Buy |
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|
2015
Q4 | $360K | Sell |
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|
2015
Q3 | $356K | Buy |
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|
2015
Q2 | $371K | Buy |
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|
2015
Q1 | $313K | Buy |
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|
2014
Q4 | $249K | Buy |
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