Stiles Financial Services’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 | $1.24M | Sell |
27,507
-217
| -0.8% | -$9.82K | 0.43% | 73 |
|
|
2025
Q1 | $1.17M | Sell |
27,724
-1,514
| -5% | -$63.9K | 0.45% | 70 |
|
|
2024
Q4 | $1.4M | Sell |
29,238
-1,466
| -5% | -$70.1K | 0.51% | 62 |
|
|
2024
Q3 | $1.4M | Sell |
30,704
-4,714
| -13% | -$216K | 0.49% | 66 |
|
|
2024
Q2 | $1.41M | Sell |
35,418
-4,582
| -11% | -$182K | 0.54% | 61 |
|
|
2024
Q1 | $1.79M | Sell |
40,000
-1,930
| -5% | -$86.3K | 0.72% | 47 |
|
|
2023
Q4 | $1.81M | Sell |
41,930
-2,977
| -7% | -$129K | 0.82% | 41 |
|
|
2023
Q3 | $1.48M | Sell |
44,907
-4,525
| -9% | -$150K | 0.77% | 42 |
|
|
2023
Q2 | $1.63M | Sell |
49,432
-1,871
| -4% | -$61.8K | 0.81% | 37 |
|
|
2023
Q1 | $1.85M | Buy |
51,303
+1,777
| +4% | +$64.1K | 0.99% | 29 |
|
|
2022
Q4 | $2.16M | Sell |
49,526
-1,322
| -3% | -$57.7K | 1.23% | 22 |
|
|
2022
Q3 | $2.05M | Buy |
50,848
+1,079
| +2% | +$43.5K | 1.25% | 19 |
|
|
2022
Q2 | $2.29M | Sell |
49,769
-418
| -0.8% | -$19.2K | 1.38% | 17 |
|
|
2022
Q1 | $2.67M | Buy |
50,187
+1,414
| +3% | +$75.3K | 1.34% | 17 |
|
|
2021
Q4 | $2.74M | Buy |
+48,773
| New | +$2.74M | 1.32% | 18 |
|