Sequoia Financial 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 | $8.09M | Buy |
178,722
+6,427
| +4% | +$291K | 0.06% | 211 |
|
|
2025
Q1 | $7.27M | Buy |
172,295
+40,340
| +31% | +$1.7M | 0.06% | 224 |
|
|
2024
Q4 | $6.31M | Buy |
131,955
+32,355
| +32% | +$1.55M | 0.06% | 227 |
|
|
2024
Q3 | $4.55M | Buy |
99,600
+69,934
| +236% | +$3.2M | 0.05% | 225 |
|
|
2024
Q2 | $1.18M | Sell |
29,666
-97,116
| -77% | -$3.86M | 0.01% | 444 |
|
|
2024
Q1 | $5.67M | Sell |
126,782
-23,724
| -16% | -$1.06M | 0.07% | 186 |
|
|
2023
Q4 | $6.51M | Buy |
150,506
+8,787
| +6% | +$380K | 0.08% | 188 |
|
|
2023
Q3 | $4.69M | Sell |
141,719
-20,800
| -13% | -$688K | 0.08% | 156 |
|
|
2023
Q2 | $5.37M | Sell |
162,519
-54,147
| -25% | -$1.79M | 0.09% | 153 |
|
|
2023
Q1 | $7.81M | Buy |
216,666
+26,322
| +14% | +$949K | 0.17% | 111 |
|
|
2022
Q4 | $8.3M | Buy |
190,344
+60,858
| +47% | +$2.65M | 0.2% | 103 |
|
|
2022
Q3 | $5.22M | Buy |
129,486
+12,560
| +11% | +$506K | 0.16% | 113 |
|
|
2022
Q2 | $5.38M | Buy |
116,926
+23,578
| +25% | +$1.09M | 0.15% | 112 |
|
|
2022
Q1 | $4.96M | Buy |
93,348
+16,259
| +21% | +$864K | 0.12% | 118 |
|
|
2021
Q4 | $4.33M | Buy |
77,089
+69,989
| +986% | +$3.93M | 0.12% | 121 |
|
|
2021
Q3 | $422K | Sell |
7,100
-46,793
| -87% | -$2.78M | 0.04% | 170 |
|
|
2021
Q2 | $3.07M | Buy |
53,893
+14,197
| +36% | +$809K | 0.11% | 117 |
|
|
2021
Q1 | $2.2M | Buy |
39,696
+30,983
| +356% | +$1.71M | 0.09% | 121 |
|
|
2020
Q4 | $406K | Buy |
8,713
+246
| +3% | +$11.5K | 0.02% | 280 |
|
|
2020
Q3 | $304K | Buy |
8,467
+220
| +3% | +$7.9K | 0.02% | 295 |
|
|
2020
Q2 | $304K | Sell |
8,247
-7,054
| -46% | -$260K | 0.02% | 286 |
|
|
2020
Q1 | $527K | Buy |
15,301
+8,397
| +122% | +$289K | 0.04% | 192 |
|
|
2019
Q4 | $409K | Buy |
6,904
+338
| +5% | +$20K | 0.03% | 247 |
|
|
2019
Q3 | $363K | Buy |
6,566
+21
| +0.3% | +$1.16K | 0.03% | 246 |
|
|
2019
Q2 | $343K | Sell |
6,545
-150
| -2% | -$7.86K | 0.03% | 265 |
|
|
2019
Q1 | $323K | Buy |
6,695
+468
| +8% | +$22.6K | 0.03% | 258 |
|
|
2018
Q4 | $285K | Buy |
6,227
+320
| +5% | +$14.6K | 0.03% | 214 |
|
|
2018
Q3 | $312K | Sell |
5,907
-1,090
| -16% | -$57.6K | 0.03% | 223 |
|
|
2018
Q2 | $350K | Buy |
6,997
+249
| +4% | +$12.5K | 0.04% | 201 |
|
|
2018
Q1 | $341K | Buy |
6,748
+124
| +2% | +$6.27K | 0.04% | 209 |
|
|
2017
Q4 | $355K | Sell |
6,624
-519
| -7% | -$27.8K | 0.04% | 208 |
|
|
2017
Q3 | $383K | Buy |
7,143
+393
| +6% | +$21.1K | 0.05% | 182 |
|
|
2017
Q2 | $350K | Sell |
6,750
-58
| -0.9% | -$3.01K | 0.04% | 189 |
|
|
2017
Q1 | $351K | Sell |
6,808
-635
| -9% | -$32.7K | 0.04% | 175 |
|
|
2016
Q4 | $382K | Hold |
7,443
| – | – | 0.05% | 165 |
|
|
2016
Q3 | $319K | Sell |
7,443
-789
| -10% | -$33.8K | 0.06% | 163 |
|
|
2016
Q2 | $332K | Sell |
8,232
-1,120
| -12% | -$45.2K | 0.09% | 158 |
|
|
2016
Q1 | $380K | Buy |
9,352
+911
| +11% | +$37K | 0.12% | 115 |
|
|
2015
Q4 | $360K | Sell |
8,441
-246
| -3% | -$10.5K | 0.15% | 108 |
|
|
2015
Q3 | $356K | Buy |
8,687
+145
| +2% | +$5.94K | 0.15% | 105 |
|
|
2015
Q2 | $371K | Buy |
8,542
+1,365
| +19% | +$59.3K | 0.16% | 114 |
|
|
2015
Q1 | $313K | Buy |
7,177
+1,644
| +30% | +$71.7K | 0.14% | 124 |
|
|
2014
Q4 | $249K | Buy |
+5,533
| New | +$249K | 0.17% | 126 |
|