Sound View Wealth Advisors Group’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Sell |
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|
2025
Q1 | $602K | Buy |
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|
2024
Q4 | $567K | Sell |
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|
2024
Q3 | $684K | Buy |
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|
2024
Q2 | $543K | Buy |
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|
2024
Q1 | $509K | Sell |
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|
2023
Q4 | $545K | Buy |
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|
2023
Q3 | $351K | Sell |
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|
2023
Q2 | $376K | Buy |
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|
2023
Q1 | $341K | Sell |
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|
2022
Q4 | $545K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $214K | Hold |
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|
2022
Q1 | $248K | Hold |
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|
2021
Q4 | $262K | Hold |
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|
2021
Q3 | $277K | Hold |
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|
2021
Q2 | $265K | Sell |
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|
2021
Q1 | $261K | Buy |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $328K | Sell |
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|
2019
Q3 | $329K | Sell |
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|
2019
Q2 | $328K | Buy |
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