Spire Wealth Management’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
$93.1K Sell
2,057
-87
-4% -$3.94K ﹤0.01% 996
2025
Q1
$90.5K Sell
2,144
-664
-24% -$28K ﹤0.01% 1072
2024
Q4
$134K Sell
2,808
-1,113
-28% -$53.2K ﹤0.01% 939
2024
Q3
$179K Sell
3,921
-2,606
-40% -$119K 0.01% 759
2024
Q2
$259K Sell
6,527
-2,313
-26% -$91.8K 0.01% 654
2024
Q1
$395K Buy
8,840
+636
+8% +$28.4K 0.01% 582
2023
Q4
$345K Buy
8,204
+145
+2% +$6.09K 0.01% 610
2023
Q3
$266K Buy
8,059
+171
+2% +$5.65K 0.01% 622
2023
Q2
$261K Sell
7,888
-2,810
-26% -$92.8K 0.01% 646
2023
Q1
$386K Buy
10,698
+1,657
+18% +$59.7K 0.02% 552
2022
Q4
$394K Buy
9,041
+765
+9% +$33.3K 0.02% 402
2022
Q3
$334K Sell
8,276
-1,454
-15% -$58.7K 0.02% 412
2022
Q2
$448K Sell
9,730
-7,354
-43% -$339K 0.02% 506
2022
Q1
$908K Sell
17,084
-453
-3% -$24.1K 0.02% 409
2021
Q4
$985K Buy
17,537
+2,621
+18% +$147K 0.02% 474
2021
Q3
$887K Sell
14,916
-234
-2% -$13.9K 0.02% 437
2021
Q2
$863K Sell
15,150
-936
-6% -$53.3K 0.02% 465
2021
Q1
$891K Buy
+16,086
New +$891K 0.02% 480