Smith Salley Wealth 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 | $632K | Buy |
+13,966
| New | +$632K | 0.04% | 168 |
|
|
2025
Q1 | – | Sell |
-43,000
| Closed | -$2.06M | – | 261 |
|
|
2024
Q4 | $2.06M | Buy |
43,000
+61
| +0.1% | +$2.92K | 0.13% | 103 |
|
|
2024
Q3 | $1.96M | Buy |
42,939
+282
| +0.7% | +$12.9K | 0.13% | 108 |
|
|
2024
Q2 | $1.69M | Buy |
42,657
+537
| +1% | +$21.3K | 0.12% | 104 |
|
|
2024
Q1 | $1.88M | Sell |
42,120
-12,603
| -23% | -$563K | 0.15% | 99 |
|
|
2023
Q4 | $2.37M | Buy |
+54,723
| New | +$2.37M | 0.15% | 99 |
|
|
2023
Q2 | – | Sell |
-70,374
| Closed | -$2.54M | – | 236 |
|
|
2023
Q1 | $2.54M | Buy |
70,374
+12,983
| +23% | +$468K | 0.2% | 89 |
|
|
2022
Q4 | $2.5M | Sell |
57,391
-12,080
| -17% | -$527K | 0.21% | 86 |
|
|
2022
Q3 | $2.8M | Buy |
69,471
+236
| +0.3% | +$9.52K | 0.26% | 77 |
|
|
2022
Q2 | $3.19M | Buy |
69,235
+2,510
| +4% | +$116K | 0.28% | 76 |
|
|
2022
Q1 | $3.55M | Sell |
66,725
-1,349
| -2% | -$71.7K | 0.27% | 79 |
|
|
2021
Q4 | $3.82M | Buy |
68,074
+1,766
| +3% | +$99.2K | 0.27% | 79 |
|
|
2021
Q3 | $3.94M | Buy |
66,308
+2,714
| +4% | +$161K | 0.31% | 72 |
|
|
2021
Q2 | $3.62M | Buy |
63,594
+671
| +1% | +$38.2K | 0.29% | 74 |
|
|
2021
Q1 | $3.48M | Buy |
62,923
+1,654
| +3% | +$91.5K | 0.31% | 69 |
|
|
2020
Q4 | $2.85M | Sell |
61,269
-179,865
| -75% | -$8.38M | 0.29% | 73 |
|
|
2020
Q3 | $8.64M | Buy |
241,134
+7,185
| +3% | +$258K | 1.05% | 39 |
|
|
2020
Q2 | $8.61M | Buy |
233,949
+14,295
| +7% | +$526K | 1.15% | 34 |
|
|
2020
Q1 | $7.57M | Buy |
219,654
+176
| +0.1% | +$6.06K | 1.26% | 29 |
|
|
2019
Q4 | $13M | Buy |
219,478
+5,770
| +3% | +$342K | 1.72% | 15 |
|
|
2019
Q3 | $11.8M | Buy |
213,708
+9,504
| +5% | +$526K | 1.68% | 15 |
|
|
2019
Q2 | $10.7M | Buy |
204,204
+9,023
| +5% | +$473K | 1.61% | 18 |
|
|
2019
Q1 | $9.41M | Buy |
195,181
+47,559
| +32% | +$2.29M | 1.51% | 21 |
|
|
2018
Q4 | $6.75M | Sell |
147,622
-53,421
| -27% | -$2.44M | 1.24% | 30 |
|
|
2018
Q3 | $10.6M | Buy |
201,043
+1,110
| +0.6% | +$58.6K | 1.68% | 16 |
|
|
2018
Q2 | $10M | Buy |
199,933
+8,648
| +5% | +$433K | 1.71% | 17 |
|
|
2018
Q1 | $9.66M | Buy |
+191,285
| New | +$9.66M | 1.73% | 14 |
|