Sonora Investment Management Group’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
$9.96M Buy
220,040
+1,066
+0.5% +$48.2K 0.74% 44
2025
Q1
$9.25M Sell
218,974
-3,007
-1% -$127K 0.73% 46
2024
Q4
$10.6M Sell
221,981
-2,451
-1% -$117K 0.81% 42
2024
Q3
$10.3M Sell
224,432
-16,661
-7% -$762K 0.76% 50
2024
Q2
$10.8M Hold
241,093
0.84% 42
2024
Q1
$10.8M Sell
241,093
-5,908
-2% -$264K 0.84% 42
2023
Q4
$10.7M Sell
247,001
-1,909
-0.8% -$82.6K 0.87% 45
2023
Q3
$8.23M Sell
248,910
-7,553
-3% -$250K 0.7% 50
2023
Q2
$8.47M Buy
256,463
+13,466
+6% +$445K 0.71% 51
2023
Q1
$8.76M Buy
242,997
+22,473
+10% +$810K 0.76% 48
2022
Q4
$9.62M Buy
220,524
+16,410
+8% +$716K 0.88% 39
2022
Q3
$9.39M Hold
204,114
1.21% 27
2022
Q2
$9.39M Buy
204,114
+20,590
+11% +$948K 0.89% 37
2022
Q1
$9.75M Buy
183,524
+8,778
+5% +$467K 1.1% 30
2021
Q4
$9.82M Buy
+174,746
New +$9.82M 1.14% 30