Total Clarity Wealth Management’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 | $1.15M | Buy |
25,491
+12,003
| +89% | +$543K | 0.33% | 80 |
|
|
2025
Q1 | $645K | Hold |
13,488
| – | – | 0.21% | 122 |
|
|
2024
Q4 | $645K | Sell |
13,488
-1,168
| -8% | -$55.9K | 0.21% | 123 |
|
|
2024
Q3 | $670K | Buy |
14,656
+5,165
| +54% | +$236K | 0.22% | 122 |
|
|
2024
Q2 | $377K | Sell |
9,491
-1,497
| -14% | -$59.4K | 0.13% | 159 |
|
|
2024
Q1 | $491K | Sell |
10,988
-559
| -5% | -$25K | 0.17% | 148 |
|
|
2023
Q4 | $500K | Sell |
11,547
-1,132
| -9% | -$49K | 0.2% | 127 |
|
|
2023
Q3 | $419K | Sell |
12,679
-7,082
| -36% | -$234K | 0.2% | 126 |
|
|
2023
Q2 | $653K | Sell |
19,761
-422
| -2% | -$13.9K | 0.32% | 83 |
|
|
2023
Q1 | $728K | Buy |
20,183
+11,329
| +128% | +$408K | 0.4% | 63 |
|
|
2022
Q4 | $386K | Buy |
+8,854
| New | +$386K | 0.2% | 130 |
|
|
2022
Q3 | – | Sell |
-628
| Closed | -$29K | – | 934 |
|
|
2022
Q2 | $29K | Buy |
+628
| New | +$29K | 0.02% | 500 |
|
|
2022
Q1 | – | Sell |
-344
| Closed | -$19K | – | 876 |
|
|
2021
Q4 | $19K | Buy |
344
+44
| +15% | +$2.43K | 0.01% | 577 |
|
|
2021
Q3 | $18K | Buy |
+300
| New | +$18K | 0.01% | 576 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$17K | – | 715 |
|
|
2021
Q1 | $17K | Buy |
+300
| New | +$17K | 0.01% | 483 |
|