TCI 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 | $278K | Buy |
|
|||||
|
2025
Q2 | $260K | Sell |
|
|||||
|
2025
Q1 | $280K | Buy |
|
|||||
|
2024
Q4 | $280K | Buy |
|
|||||
|
2024
Q3 | $229K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $220K | Buy |
|
|||||
|
2023
Q4 | $212K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $177K | Buy |
|
|||||
|
2022
Q4 | $194K | Sell |
|
|||||
|
2022
Q3 | $188K | Sell |
|
|||||
|
2022
Q2 | $215K | Buy |
|
|||||
|
2022
Q1 | $227K | Sell |
|
|||||
|
2021
Q4 | $241K | Hold |
|
|||||
|
2021
Q3 | $255K | Buy |
|
|||||
|
2021
Q2 | $236K | Buy |
|
|||||
|
2021
Q1 | $227K | Buy |
|
|||||
|
2020
Q4 | $181K | Sell |
|
|||||
|
2020
Q3 | $249K | Sell |
|
|||||
|
2020
Q2 | $259K | Buy |
|
|||||
|
2020
Q1 | $240K | Buy |
|
|||||
|
2019
Q4 | $394K | Buy |
|
|||||
|
2019
Q3 | $363K | Sell |
|
|||||
|
2019
Q2 | $347K | Sell |
|
|||||
|
2019
Q1 | $321K | Buy |
|
|||||
|
2018
Q4 | $304K | Sell |
|
|||||
|
2018
Q3 | $351K | Buy |
|
|||||
|
2018
Q2 | $332K | Buy |
|
|||||
|
2018
Q1 | $327K | Sell |
|
|||||
|
2017
Q4 | $424K | Buy |
|
|||||
|
2017
Q3 | $414K | Sell |
|
|||||
|
2017
Q2 | $422K | Buy |
|
|||||
|
2017
Q1 | $415K | Hold |
|
|||||
|
2016
Q4 | $414K | Sell |
|
|||||
|
2016
Q3 | $346K | Sell |
|
|||||
|
2016
Q2 | $328K | Hold |
|
|||||
|
2016
Q1 | $330K | Hold |
|
|||||
|
2015
Q4 | $347K | Buy |
|
|||||
|
2015
Q3 | $281K | Buy |
|
|||||
|
2015
Q2 | $263K | Sell |
|
|||||
|
2015
Q1 | $266K | Hold |
|
|||||
|
2014
Q4 | $273K | Buy |
|
|||||
|
2014
Q3 | $237K | Hold |
|
|||||
|
2014
Q2 | $345K | Hold |
|
|||||
|
2014
Q1 | $243K | Sell |
|
|||||
|
2013
Q4 | $233K | Buy |
|
|||||
|
2013
Q3 | $207K | Hold |
|
|||||
|
2013
Q2 | $205K | Buy |
|