Summit Securities Group’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 | $130K | Buy |
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|
2025
Q2 | $70.1K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $641K | Buy |
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|
2024
Q3 | $55K | Sell |
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|
2024
Q2 | $302K | Buy |
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|
2024
Q1 | $192K | Sell |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $17K | Sell |
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|
2023
Q2 | $113K | Sell |
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|
2023
Q1 | $160K | Buy |
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|
2022
Q4 | $121K | Sell |
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|
2022
Q3 | $224K | Sell |
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|
2022
Q2 | $264K | Buy |
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|
2022
Q1 | $152K | Sell |
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|
2021
Q4 | $456K | Sell |
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|
2021
Q3 | $660K | Sell |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $1.08M | Buy |
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|
2020
Q4 | – | Hold |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $14.4M | Sell |
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|
2019
Q3 | $19.6M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $729K | Buy |
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|
2018
Q2 | $290K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $209K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $218K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $267K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $287K | Buy |
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|
2015
Q1 | $4K | Sell |
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|
2014
Q4 | $584K | Buy |
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|
2014
Q3 | $489K | Sell |
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|
2014
Q2 | $589K | Buy |
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|
2014
Q1 | $489K | Sell |
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|
2013
Q4 | $517K | Buy |
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|
2013
Q3 | $176K | Buy |
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|
2013
Q2 | $4K | Buy |
|