SS&H Financial Advisors’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 | $415K | Buy |
9,161
+975
| +12% | +$44.1K | 0.14% | 95 |
|
|
2025
Q1 | $346K | Hold |
8,186
| – | – | 0.13% | 104 |
|
|
2024
Q4 | $392K | Hold |
8,186
| – | – | 0.14% | 101 |
|
|
2024
Q3 | $374K | Sell |
8,186
-2,055
| -20% | -$93.9K | 0.14% | 108 |
|
|
2024
Q2 | $407K | Hold |
10,241
| – | – | 0.16% | 102 |
|
|
2024
Q1 | $457K | Sell |
10,241
-1,075
| -9% | -$48K | 0.19% | 90 |
|
|
2023
Q4 | $490K | Sell |
11,316
-146
| -1% | -$6.32K | 0.21% | 88 |
|
|
2023
Q3 | $379K | Buy |
+11,462
| New | +$379K | 0.18% | 97 |
|
|
2023
Q1 | $361K | Hold |
10,016
| – | – | 0.17% | 104 |
|
|
2022
Q4 | $437K | Hold |
10,016
| – | – | 0.21% | 90 |
|
|
2022
Q3 | $404K | Hold |
10,016
| – | – | 0.21% | 92 |
|
|
2022
Q2 | $461K | Sell |
10,016
-56
| -0.6% | -$2.58K | 0.21% | 90 |
|
|
2022
Q1 | $535K | Buy |
+10,072
| New | +$535K | 0.21% | 93 |
|