Steward Partners Investment Advisory’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 | $2.69M | Sell |
59,470
-6,490
| -10% | -$294K | 0.02% | 607 |
|
|
2025
Q1 | $2.78M | Buy |
65,960
+1,492
| +2% | +$63K | 0.02% | 556 |
|
|
2024
Q4 | $3.08M | Buy |
64,468
+26,251
| +69% | +$1.26M | 0.03% | 506 |
|
|
2024
Q3 | $1.75M | Buy |
38,217
+2,286
| +6% | +$105K | 0.02% | 672 |
|
|
2024
Q2 | $1.43M | Sell |
35,931
-2,156
| -6% | -$85.6K | 0.02% | 690 |
|
|
2024
Q1 | $1.7M | Sell |
38,087
-3,093
| -8% | -$138K | 0.02% | 624 |
|
|
2023
Q4 | $1.78M | Sell |
41,180
-404
| -1% | -$17.5K | 0.02% | 534 |
|
|
2023
Q3 | $1.37M | Buy |
41,584
+12,557
| +43% | +$415K | 0.02% | 570 |
|
|
2023
Q2 | $959K | Sell |
29,027
-9,662
| -25% | -$319K | 0.01% | 702 |
|
|
2023
Q1 | $1.39M | Buy |
38,689
+4,704
| +14% | +$170K | 0.02% | 572 |
|
|
2022
Q4 | $1.48M | Sell |
33,985
-2,370
| -7% | -$103K | 0.03% | 539 |
|
|
2022
Q3 | $1.47M | Sell |
36,355
-905
| -2% | -$36.5K | 0.03% | 519 |
|
|
2022
Q2 | $1.72M | Sell |
37,260
-1,464
| -4% | -$67.4K | 0.03% | 475 |
|
|
2022
Q1 | $2.06M | Sell |
38,724
-2,010
| -5% | -$107K | 0.03% | 462 |
|
|
2021
Q4 | $2.29M | Sell |
40,734
-1,226
| -3% | -$68.9K | 0.03% | 461 |
|
|
2021
Q3 | $2.49M | Sell |
41,960
-2,387
| -5% | -$142K | 0.04% | 396 |
|
|
2021
Q2 | $2.53M | Sell |
44,347
-5,697
| -11% | -$325K | 0.04% | 394 |
|
|
2021
Q1 | $2.77M | Buy |
50,044
+12,378
| +33% | +$685K | 0.05% | 357 |
|
|
2020
Q4 | $1.76M | Buy |
37,666
+1,350
| +4% | +$62.9K | 0.04% | 390 |
|
|
2020
Q3 | $1.3M | Sell |
36,316
-1,324
| -4% | -$47.5K | 0.03% | 407 |
|
|
2020
Q2 | $1.39M | Buy |
37,640
+10,796
| +40% | +$398K | 0.04% | 379 |
|
|
2020
Q1 | $924K | Sell |
26,844
-2,551
| -9% | -$87.8K | 0.03% | 401 |
|
|
2019
Q4 | $1.74M | Sell |
29,395
-780
| -3% | -$46.2K | 0.05% | 330 |
|
|
2019
Q3 | $1.67M | Buy |
30,175
+662
| +2% | +$36.6K | 0.06% | 303 |
|
|
2019
Q2 | $1.55M | Sell |
29,513
-3,403
| -10% | -$178K | 0.06% | 300 |
|
|
2019
Q1 | $1.59M | Sell |
32,916
-385
| -1% | -$18.6K | 0.07% | 269 |
|
|
2018
Q4 | $1.52M | Sell |
33,301
-54
| -0.2% | -$2.47K | 0.07% | 267 |
|
|
2018
Q3 | $1.76M | Sell |
33,355
-4,535
| -12% | -$240K | 0.08% | 245 |
|
|
2018
Q2 | $1.9M | Buy |
37,890
+27,146
| +253% | +$1.36M | 0.11% | 205 |
|
|
2018
Q1 | $542K | Buy |
10,744
+2,113
| +24% | +$107K | 0.04% | 406 |
|
|
2017
Q4 | $462K | Buy |
8,631
+387
| +5% | +$20.7K | 0.04% | 377 |
|
|
2017
Q3 | $441K | Buy |
8,244
+4,272
| +108% | +$229K | 0.04% | 320 |
|
|
2017
Q2 | $206K | Buy |
3,972
+2,428
| +157% | +$126K | 0.02% | 400 |
|
|
2017
Q1 | $79K | Buy |
+1,544
| New | +$79K | 0.01% | 468 |
|