Stratos 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 | $924K | Buy |
20,422
+111
| +0.5% | +$5.02K | 0.01% | 716 |
|
|
2025
Q1 | $858K | Sell |
20,311
-2,282
| -10% | -$96.4K | 0.01% | 721 |
|
|
2024
Q4 | $1.08M | Buy |
22,593
+984
| +5% | +$47.1K | 0.02% | 666 |
|
|
2024
Q3 | $988K | Sell |
21,609
-194
| -0.9% | -$8.87K | 0.01% | 688 |
|
|
2024
Q2 | $866K | Sell |
21,803
-2,265
| -9% | -$89.9K | 0.01% | 702 |
|
|
2024
Q1 | $1.08M | Sell |
24,068
-2,008
| -8% | -$89.8K | 0.02% | 625 |
|
|
2023
Q4 | $1.13M | Sell |
26,076
-1,349
| -5% | -$58.4K | 0.02% | 576 |
|
|
2023
Q3 | $907K | Buy |
27,425
+5,701
| +26% | +$188K | 0.02% | 609 |
|
|
2023
Q2 | $718K | Buy |
21,724
+4,403
| +25% | +$145K | 0.02% | 643 |
|
|
2023
Q1 | $624K | Sell |
17,321
-9,905
| -36% | -$357K | 0.02% | 623 |
|
|
2022
Q4 | $1.19M | Buy |
27,226
+5,422
| +25% | +$236K | 0.03% | 466 |
|
|
2022
Q3 | $879K | Sell |
21,804
-1,610
| -7% | -$64.9K | 0.02% | 523 |
|
|
2022
Q2 | $1.08M | Buy |
23,414
+5,276
| +29% | +$243K | 0.03% | 490 |
|
|
2022
Q1 | $964K | Buy |
18,138
+2,583
| +17% | +$137K | 0.02% | 570 |
|
|
2021
Q4 | $874K | Buy |
15,555
+1,002
| +7% | +$56.3K | 0.02% | 596 |
|
|
2021
Q3 | $865K | Buy |
14,553
+72
| +0.5% | +$4.28K | 0.02% | 564 |
|
|
2021
Q2 | $825K | Buy |
14,481
+874
| +6% | +$49.8K | 0.02% | 598 |
|
|
2021
Q1 | $753K | Sell |
13,607
-412
| -3% | -$22.8K | 0.02% | 587 |
|
|
2020
Q4 | $653K | Buy |
14,019
+229
| +2% | +$10.7K | 0.02% | 591 |
|
|
2020
Q3 | $494K | Sell |
13,790
-5,422
| -28% | -$194K | 0.02% | 628 |
|
|
2020
Q2 | $707K | Sell |
19,212
-1,773
| -8% | -$65.2K | 0.03% | 479 |
|
|
2020
Q1 | $723K | Sell |
20,985
-1,333
| -6% | -$45.9K | 0.03% | 408 |
|
|
2019
Q4 | $1.32M | Buy |
22,318
+173
| +0.8% | +$10.3K | 0.05% | 317 |
|
|
2019
Q3 | $1.23M | Buy |
22,145
+1,786
| +9% | +$98.8K | 0.05% | 327 |
|
|
2019
Q2 | $1.07M | Sell |
20,359
-1,173
| -5% | -$61.5K | 0.05% | 352 |
|
|
2019
Q1 | $1.04M | Sell |
21,532
-32,666
| -60% | -$1.57M | 0.05% | 350 |
|
|
2018
Q4 | $2.48M | Buy |
54,198
+2,399
| +5% | +$110K | 0.13% | 176 |
|
|
2018
Q3 | $2.74M | Buy |
51,799
+746
| +1% | +$39.4K | 0.12% | 175 |
|
|
2018
Q2 | $2.55M | Buy |
51,053
+195
| +0.4% | +$9.76K | 0.11% | 198 |
|
|
2018
Q1 | $2.57M | Buy |
50,858
+6,979
| +16% | +$352K | 0.11% | 204 |
|
|
2017
Q4 | $2.35M | Sell |
43,879
-1,116
| -2% | -$59.8K | 0.11% | 205 |
|
|
2017
Q3 | $2.41M | Buy |
44,995
+2,928
| +7% | +$157K | 0.11% | 186 |
|
|
2017
Q2 | $2.18M | Buy |
42,067
+1,526
| +4% | +$79.2K | 0.11% | 183 |
|
|
2017
Q1 | $2.09M | Buy |
40,541
+4,683
| +13% | +$241K | 0.12% | 170 |
|
|
2016
Q4 | $1.84M | Buy |
35,858
+11,096
| +45% | +$570K | 0.11% | 177 |
|
|
2016
Q3 | $1.06M | Buy |
24,762
+6,930
| +39% | +$297K | 0.07% | 233 |
|
|
2016
Q2 | $719K | Buy |
17,832
+11,237
| +170% | +$453K | 0.05% | 266 |
|
|
2016
Q1 | $268K | Sell |
6,595
-4,112
| -38% | -$167K | 0.02% | 439 |
|
|
2015
Q4 | $457K | Sell |
10,707
-2,419
| -18% | -$103K | 0.04% | 326 |
|
|
2015
Q3 | $538K | Buy |
13,126
+1,183
| +10% | +$48.5K | 0.07% | 239 |
|
|
2015
Q2 | $518K | Sell |
11,943
-222
| -2% | -$9.63K | 0.07% | 254 |
|
|
2015
Q1 | $532K | Sell |
12,165
-334
| -3% | -$14.6K | 0.06% | 281 |
|
|
2014
Q4 | $562K | Sell |
12,499
-437
| -3% | -$19.6K | 0.1% | 207 |
|
|
2014
Q3 | $541K | Buy |
12,936
+248
| +2% | +$10.4K | 0.13% | 155 |
|
|
2014
Q2 | $551K | Buy |
+12,688
| New | +$551K | 0.18% | 139 |
|