Strategic Wealth Partners’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 | $25.9K | Buy |
+573
| New | +$25.9K | ﹤0.01% | 599 |
|
|
2020
Q2 | – | Sell |
-21,364
| Closed | -$1.27M | – | 167 |
|
|
2020
Q1 | $1.27M | Hold |
21,364
| – | – | 0.66% | 42 |
|
|
2019
Q4 | $1.27M | Sell |
21,364
-748
| -3% | -$44.4K | 0.66% | 42 |
|
|
2019
Q3 | $70.3K | Sell |
22,112
-1,647
| -7% | -$5.24K | 0.36% | 75 |
|
|
2019
Q2 | $1.25M | Sell |
23,759
-1,908
| -7% | -$100K | 0.6% | 49 |
|
|
2019
Q1 | $1.26M | Buy |
25,667
+3,314
| +15% | +$162K | 0.58% | 51 |
|
|
2018
Q4 | $1.07M | Buy |
22,353
+446
| +2% | +$21.4K | 0.54% | 52 |
|
|
2018
Q3 | $1.16M | Buy |
21,907
+2,501
| +13% | +$132K | 0.62% | 53 |
|
|
2018
Q2 | $971K | Buy |
19,406
+869
| +5% | +$43.5K | 0.56% | 57 |
|
|
2018
Q1 | $936K | Buy |
18,537
+18,332
| +8,942% | +$926K | 0.48% | 71 |
|
|
2017
Q4 | $11K | Buy |
+205
| New | +$11K | 0.01% | 489 |
|