SteelPeak Wealth’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 | $941K | Sell |
20,575
-177,373
| -90% | -$8.11M | 0.04% | 260 |
|
|
2025
Q1 | $8.46M | Buy |
197,948
+17,656
| +10% | +$754K | 0.35% | 66 |
|
|
2024
Q4 | $8.71M | Buy |
180,292
+165,651
| +1,131% | +$8.01M | 0.35% | 61 |
|
|
2024
Q3 | $677K | Sell |
14,641
-88,657
| -86% | -$4.1M | 0.03% | 264 |
|
|
2024
Q2 | $4.15M | Sell |
103,298
-3,145
| -3% | -$126K | 0.19% | 91 |
|
|
2024
Q1 | $4.81M | Sell |
106,443
-90,197
| -46% | -$4.08M | 0.24% | 78 |
|
|
2023
Q4 | $8.61M | Buy |
196,640
+180,084
| +1,088% | +$7.88M | 0.5% | 50 |
|
|
2023
Q3 | $555K | Buy |
16,556
+2,113
| +15% | +$70.9K | 0.03% | 234 |
|
|
2023
Q2 | $484K | Buy |
+14,443
| New | +$484K | 0.03% | 237 |
|
|
2021
Q1 | – | Sell |
-6,387
| Closed | -$298K | – | 388 |
|
|
2020
Q4 | $298K | Sell |
6,387
-413
| -6% | -$19.3K | 0.03% | 258 |
|
|
2020
Q3 | $244K | Sell |
6,800
-1,800
| -21% | -$64.6K | 0.03% | 230 |
|
|
2020
Q2 | $317K | Sell |
8,600
-6,300
| -42% | -$232K | 0.04% | 197 |
|
|
2020
Q1 | $513K | Sell |
14,900
-998
| -6% | -$34.4K | 0.08% | 148 |
|
|
2019
Q4 | $943K | Buy |
+15,898
| New | +$943K | 0.13% | 134 |
|