Stratos Wealth 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 | $702K | Buy |
15,503
+723
| +5% | +$32.7K | 0.04% | 385 |
|
|
2025
Q1 | $624K | Sell |
14,780
-521
| -3% | -$22K | 0.03% | 392 |
|
|
2024
Q4 | $732K | Buy |
15,301
+361
| +2% | +$17.3K | 0.04% | 390 |
|
|
2024
Q3 | $683K | Sell |
14,940
-638
| -4% | -$29.2K | 0.03% | 428 |
|
|
2024
Q2 | $618K | Buy |
15,578
+3,965
| +34% | +$157K | 0.03% | 422 |
|
|
2024
Q1 | $519K | Sell |
11,613
-35,321
| -75% | -$1.58M | 0.03% | 451 |
|
|
2023
Q4 | $2.03M | Sell |
46,934
-46,283
| -50% | -$2M | 0.12% | 220 |
|
|
2023
Q3 | $3.08M | Buy |
93,217
+82,107
| +739% | +$2.71M | 0.2% | 141 |
|
|
2023
Q2 | $367K | Buy |
11,110
+3,149
| +40% | +$104K | 0.03% | 478 |
|
|
2023
Q1 | $287K | Sell |
7,961
-9,366
| -54% | -$338K | 0.02% | 501 |
|
|
2022
Q4 | $756K | Sell |
17,327
-6,605
| -28% | -$288K | 0.06% | 328 |
|
|
2022
Q3 | $965K | Sell |
23,932
-2,966
| -11% | -$120K | 0.1% | 249 |
|
|
2022
Q2 | $1.24M | Buy |
26,898
+1,776
| +7% | +$81.7K | 0.11% | 229 |
|
|
2022
Q1 | $1.34M | Sell |
25,122
-738
| -3% | -$39.2K | 0.11% | 226 |
|
|
2021
Q4 | $1.45M | Sell |
25,860
-745
| -3% | -$41.9K | 0.1% | 233 |
|
|
2021
Q3 | $1.58M | Buy |
26,605
+10,700
| +67% | +$636K | 0.14% | 196 |
|
|
2021
Q2 | $906K | Buy |
15,905
+459
| +3% | +$26.1K | 0.08% | 252 |
|
|
2021
Q1 | $854K | Buy |
15,446
+5,796
| +60% | +$320K | 0.09% | 238 |
|
|
2020
Q4 | $450K | Buy |
+9,650
| New | +$450K | 0.06% | 256 |
|
|
2020
Q3 | – | Sell |
-5,510
| Closed | -$203K | – | 319 |
|
|
2020
Q2 | $203K | Buy |
+5,510
| New | +$203K | 0.06% | 257 |
|
|
2019
Q4 | – | Sell |
-9,437
| Closed | -$522K | – | 236 |
|
|
2019
Q3 | $522K | Sell |
9,437
-651
| -6% | -$36K | 0.2% | 111 |
|
|
2019
Q2 | $529K | Sell |
10,088
-835
| -8% | -$43.8K | 0.21% | 103 |
|
|
2019
Q1 | $526K | Sell |
10,923
-1,254
| -10% | -$60.4K | 0.28% | 92 |
|
|
2018
Q4 | $556K | Buy |
+12,177
| New | +$556K | 0.37% | 77 |
|