Sheaff Brock Investment 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
Q1 | $643K | Buy |
15,226
+1,270
| +9% | +$53.6K | 0.06% | 230 |
|
|
2024
Q4 | $668K | Sell |
13,956
-480
| -3% | -$23K | 0.06% | 219 |
|
|
2024
Q3 | $660K | Buy |
14,436
+5
| +0% | +$229 | 0.06% | 223 |
|
|
2024
Q2 | $573K | Sell |
14,431
-375
| -3% | -$14.9K | 0.05% | 229 |
|
|
2024
Q1 | $662K | Sell |
14,806
-60
| -0.4% | -$2.68K | 0.04% | 246 |
|
|
2023
Q4 | $643K | Sell |
14,866
-90
| -0.6% | -$3.9K | 0.05% | 233 |
|
|
2023
Q3 | $494K | Hold |
14,956
| – | – | 0.04% | 253 |
|
|
2023
Q2 | $494K | Sell |
14,956
-912
| -6% | -$30.1K | 0.04% | 260 |
|
|
2023
Q1 | $572K | Buy |
15,868
+10
| +0.1% | +$361 | 0.05% | 235 |
|
|
2022
Q4 | $692K | Buy |
15,858
+800
| +5% | +$34.9K | 0.07% | 206 |
|
|
2022
Q3 | $607K | Hold |
15,058
| – | – | 0.07% | 210 |
|
|
2022
Q2 | $693K | Buy |
15,058
+3,000
| +25% | +$138K | 0.06% | 198 |
|
|
2022
Q1 | $641K | Buy |
12,058
+123
| +1% | +$6.54K | 0.04% | 233 |
|
|
2021
Q4 | $670K | Buy |
11,935
+3,000
| +34% | +$168K | 0.04% | 226 |
|
|
2021
Q3 | $531K | Hold |
8,935
| – | – | 0.04% | 255 |
|
|
2021
Q2 | $509K | Hold |
8,935
| – | – | 0.04% | 263 |
|
|
2021
Q1 | $494K | Buy |
8,935
+75
| +0.8% | +$4.15K | 0.04% | 253 |
|
|
2020
Q4 | $413K | Hold |
8,860
| – | – | 0.03% | 266 |
|
|
2020
Q3 | $318K | Hold |
8,860
| – | – | 0.03% | 290 |
|
|
2020
Q2 | $326K | Sell |
8,860
-100
| -1% | -$3.68K | 0.03% | 281 |
|
|
2020
Q1 | $309K | Buy |
8,960
+85
| +1% | +$2.93K | 0.04% | 256 |
|
|
2019
Q4 | $526K | Hold |
8,875
| – | – | 0.05% | 239 |
|
|
2019
Q3 | $491K | Hold |
8,875
| – | – | 0.05% | 240 |
|
|
2019
Q2 | $465K | Hold |
8,875
| – | – | 0.05% | 249 |
|
|
2019
Q1 | $428K | Hold |
8,875
| – | – | 0.05% | 272 |
|
|
2018
Q4 | $406K | Sell |
8,875
-111
| -1% | -$5.08K | 0.06% | 261 |
|
|
2018
Q3 | $475K | Sell |
8,986
-30
| -0.3% | -$1.59K | 0.04% | 270 |
|
|
2018
Q2 | $451K | Buy |
9,016
+1
| +0% | +$50 | 0.04% | 269 |
|
|
2018
Q1 | $455K | Hold |
9,015
| – | – | 0.05% | 265 |
|
|
2017
Q4 | $483K | Buy |
9,015
+1
| +0% | +$54 | 0.06% | 261 |
|
|
2017
Q3 | $483K | Hold |
9,014
| – | – | 0.06% | 266 |
|
|
2017
Q2 | $468K | Sell |
9,014
-889
| -9% | -$46.2K | 0.06% | 285 |
|
|
2017
Q1 | $510K | Buy |
9,903
+5
| +0.1% | +$257 | 0.07% | 279 |
|
|
2016
Q4 | $508K | Buy |
9,898
+6
| +0.1% | +$308 | 0.06% | 283 |
|
|
2016
Q3 | $424K | Buy |
9,892
+536
| +6% | +$23K | 0.06% | 292 |
|
|
2016
Q2 | $377K | Sell |
9,356
-294
| -3% | -$11.8K | 0.05% | 328 |
|
|
2016
Q1 | $392K | Buy |
9,650
+306
| +3% | +$12.4K | 0.05% | 328 |
|
|
2015
Q4 | $399K | Buy |
+9,344
| New | +$399K | 0.05% | 351 |
|