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 |
|