Sowell Financial Services’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 | $850K | Sell |
18,778
-301
| -2% | -$13.6K | 0.03% | 458 |
|
|
2025
Q1 | $806K | Sell |
19,079
-7,496
| -28% | -$316K | 0.04% | 449 |
|
|
2024
Q4 | $1.27M | Sell |
26,575
-10,503
| -28% | -$502K | 0.07% | 276 |
|
|
2024
Q3 | $1.71M | Sell |
37,078
-3,864
| -9% | -$179K | 0.08% | 262 |
|
|
2024
Q2 | $1.65M | Sell |
40,942
-5,478
| -12% | -$220K | 0.08% | 258 |
|
|
2024
Q1 | $2.1M | Buy |
46,420
+4,559
| +11% | +$206K | 0.1% | 227 |
|
|
2023
Q4 | $1.83M | Buy |
41,861
+2,928
| +8% | +$128K | 0.1% | 228 |
|
|
2023
Q3 | $1.31M | Sell |
38,933
-41,944
| -52% | -$1.41M | 0.08% | 264 |
|
|
2023
Q2 | $2.69M | Buy |
80,877
+55,969
| +225% | +$1.86M | 0.15% | 159 |
|
|
2023
Q1 | $898K | Sell |
24,908
-66,402
| -73% | -$2.39M | 0.07% | 315 |
|
|
2022
Q4 | $4.03M | Buy |
91,310
+24,222
| +36% | +$1.07M | 0.26% | 102 |
|
|
2022
Q3 | $2.74M | Buy |
67,088
+11,758
| +21% | +$480K | 0.28% | 105 |
|
|
2022
Q2 | $2.57M | Buy |
55,330
+43,339
| +361% | +$2.01M | 0.24% | 88 |
|
|
2022
Q1 | $641K | Sell |
11,991
-72,349
| -86% | -$3.87M | 0.11% | 123 |
|
|
2021
Q4 | $4.78M | Buy |
84,340
+50,125
| +147% | +$2.84M | 0.27% | 83 |
|
|
2021
Q3 | $2.05M | Buy |
34,215
+5,433
| +19% | +$325K | 0.14% | 175 |
|
|
2021
Q2 | $1.65M | Sell |
28,782
-17,864
| -38% | -$1.03M | 0.11% | 213 |
|
|
2021
Q1 | $2.87M | Buy |
46,646
+6,787
| +17% | +$417K | 0.1% | 191 |
|
|
2020
Q4 | $1.86M | Buy |
39,859
+11,488
| +40% | +$535K | 0.08% | 218 |
|
|
2020
Q3 | $1.02M | Buy |
28,371
+5,102
| +22% | +$183K | 0.05% | 296 |
|
|
2020
Q2 | $857K | Buy |
23,269
+6,098
| +36% | +$225K | 0.05% | 314 |
|
|
2020
Q1 | $592K | Sell |
17,171
-1,386
| -7% | -$47.8K | 0.04% | 355 |
|
|
2019
Q4 | $1.1M | Sell |
18,557
-3,961
| -18% | -$235K | 0.08% | 240 |
|
|
2019
Q3 | $1.25M | Buy |
+22,518
| New | +$1.25M | 0.1% | 211 |
|
|
2019
Q1 | $680K | Buy |
14,111
+102
| +0.7% | +$4.92K | 0.08% | 264 |
|
|
2018
Q4 | $640K | Buy |
14,009
+821
| +6% | +$37.5K | 0.09% | 230 |
|
|
2018
Q3 | $696K | Sell |
13,188
-86
| -0.6% | -$4.54K | 0.1% | 153 |
|
|
2018
Q2 | $695K | Buy |
+13,274
| New | +$695K | 0.15% | 133 |
|
|
2017
Q1 | – | Sell |
-716
| Closed | -$39K | – | 554 |
|
|
2016
Q4 | $39K | Buy |
+716
| New | +$39K | 0.01% | 364 |
|