Soltis 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
Q2 | $275K | Buy |
6,087
+526
| +9% | +$23.8K | 0.02% | 339 |
|
|
2025
Q1 | $235K | Sell |
5,561
-1,758
| -24% | -$74.2K | 0.02% | 326 |
|
|
2024
Q4 | $350K | Buy |
7,319
+498
| +7% | +$23.8K | 0.03% | 270 |
|
|
2024
Q3 | $312K | Sell |
6,821
-312
| -4% | -$14.3K | 0.03% | 274 |
|
|
2024
Q2 | $283K | Sell |
7,133
-516
| -7% | -$20.5K | 0.03% | 267 |
|
|
2024
Q1 | $342K | Sell |
7,649
-50
| -0.6% | -$2.24K | 0.04% | 236 |
|
|
2023
Q4 | $333K | Sell |
7,699
-362
| -4% | -$15.7K | 0.04% | 230 |
|
|
2023
Q3 | $267K | Buy |
+8,061
| New | +$267K | 0.03% | 230 |
|
|
2023
Q2 | – | Sell |
-5,825
| Closed | -$210K | – | 282 |
|
|
2023
Q1 | $210K | Buy |
+5,825
| New | +$210K | 0.03% | 244 |
|