Sound Income Strategies’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 | $55.1K | Buy |
1,218
+535
| +78% | +$24.2K | ﹤0.01% | 496 |
|
|
2025
Q1 | $28.9K | Buy |
683
+115
| +20% | +$4.86K | ﹤0.01% | 636 |
|
|
2024
Q4 | $27.2K | Sell |
568
-28
| -5% | -$1.34K | ﹤0.01% | 614 |
|
|
2024
Q3 | $27.3K | Sell |
596
-126
| -17% | -$5.76K | ﹤0.01% | 573 |
|
|
2024
Q2 | $28.7K | Buy |
722
+112
| +18% | +$4.45K | ﹤0.01% | 548 |
|
|
2024
Q1 | $27.3K | Buy |
610
+15
| +3% | +$671 | ﹤0.01% | 542 |
|
|
2023
Q4 | $25.8K | Buy |
595
+56
| +10% | +$2.42K | ﹤0.01% | 531 |
|
|
2023
Q3 | $17.8K | Sell |
539
-73
| -12% | -$2.41K | ﹤0.01% | 465 |
|
|
2023
Q2 | $20.2K | Sell |
612
-646
| -51% | -$21.3K | ﹤0.01% | 431 |
|
|
2023
Q1 | $45.4K | Buy |
1,258
+9
| +0.7% | +$324 | ﹤0.01% | 294 |
|
|
2022
Q4 | $54.5K | Buy |
1,249
+155
| +14% | +$6.76K | 0.01% | 250 |
|
|
2022
Q3 | $44K | Buy |
1,094
+409
| +60% | +$16.5K | 0.01% | 249 |
|
|
2022
Q2 | $32K | Hold |
685
| – | – | ﹤0.01% | 281 |
|
|
2022
Q1 | $36K | Buy |
685
+22
| +3% | +$1.16K | ﹤0.01% | 270 |
|
|
2021
Q4 | $37K | Buy |
663
+63
| +11% | +$3.52K | ﹤0.01% | 271 |
|
|
2021
Q3 | $36K | Hold |
600
| – | – | ﹤0.01% | 262 |
|
|
2021
Q2 | $34K | Sell |
600
-34
| -5% | -$1.93K | ﹤0.01% | 278 |
|
|
2021
Q1 | $35.1K | Hold |
634
| – | – | 0.01% | 269 |
|
|
2020
Q4 | $30K | Hold |
634
| – | – | 0.01% | 267 |
|
|
2020
Q3 | $23K | Hold |
634
| – | – | 0.01% | 277 |
|
|
2020
Q2 | $23K | Buy |
634
+34
| +6% | +$1.23K | 0.01% | 255 |
|
|
2020
Q1 | $21K | Buy |
+600
| New | +$21K | 0.01% | 242 |
|
|
2018
Q4 | – | Sell |
-84
| Closed | -$4K | – | 808 |
|
|
2018
Q3 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 483 |
|
|
2018
Q2 | – | Sell |
-36
| Closed | -$2K | – | 793 |
|
|
2018
Q1 | $2K | Sell |
36
-30
| -45% | -$1.67K | ﹤0.01% | 490 |
|
|
2017
Q4 | $4K | Buy |
+66
| New | +$4K | ﹤0.01% | 352 |
|