Summit Financial Wealth Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.03M | Buy |
|
|||||
|
2025
Q2 | $4.68M | Sell |
|
|||||
|
2025
Q1 | $4.48M | Buy |
|
|||||
|
2024
Q4 | $4.87M | Buy |
|
|||||
|
2024
Q3 | $4.51M | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $9.39M | Buy |
|
|||||
|
2021
Q4 | $9.28M | Buy |
|
|||||
|
2021
Q3 | $8.99M | Buy |
|
|||||
|
2021
Q2 | $8.6M | Buy |
|
|||||
|
2021
Q1 | $6.94M | Buy |
|
|||||
|
2020
Q4 | $2.76M | Sell |
|
|||||
|
2020
Q3 | $3.07M | Buy |
|
|||||
|
2020
Q2 | $2.71M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $304K | Hold |
|
|||||
|
2019
Q3 | $304K | Hold |
|
|||||
|
2019
Q2 | $298K | Buy |
|
|||||
|
2019
Q1 | $261K | Sell |
|
|||||
|
2018
Q4 | $246K | Sell |
|
|||||
|
2018
Q3 | $273K | Buy |
|
|||||
|
2018
Q2 | $221K | Hold |
|
|||||
|
2018
Q1 | $221K | Buy |
|
|||||
|
2017
Q4 | $235K | Buy |
|
|||||
|
2017
Q3 | $234K | Hold |
|
|||||
|
2017
Q2 | $227K | Sell |
|
|||||
|
2017
Q1 | $225K | Sell |
|
|||||
|
2016
Q4 | $262K | Sell |
|
|||||
|
2016
Q3 | $223K | Sell |
|
|||||
|
2016
Q2 | $216K | Sell |
|
|||||
|
2016
Q1 | $284K | Sell |
|
|||||
|
2015
Q4 | $317K | Buy |
|
|||||
|
2015
Q3 | $290K | Hold |
|
|||||
|
2015
Q2 | $307K | Hold |
|
|||||
|
2015
Q1 | $313K | Buy |
|
|||||
|
2014
Q4 | $299K | Buy |
|