Souders 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 | $230K | Buy |
+5,077
| New | +$230K | 0.03% | 189 |
|
|
2025
Q1 | – | Sell |
-4,394
| Closed | -$210K | – | 192 |
|
|
2024
Q4 | $210K | Buy |
+4,394
| New | +$210K | 0.03% | 173 |
|
|
2022
Q2 | – | Sell |
-3,872
| Closed | -$206K | – | 152 |
|
|
2022
Q1 | $206K | Sell |
3,872
-84
| -2% | -$4.47K | 0.06% | 139 |
|
|
2021
Q4 | $222K | Sell |
3,956
-177
| -4% | -$9.93K | 0.06% | 129 |
|
|
2021
Q3 | $246K | Hold |
4,133
| – | – | 0.08% | 122 |
|
|
2021
Q2 | $235K | Hold |
4,133
| – | – | 0.08% | 125 |
|
|
2021
Q1 | $229K | Buy |
+4,133
| New | +$229K | 0.09% | 114 |
|