United Capital Financial Advisors’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 | $3.07M | Buy |
67,846
+3,225
| +5% | +$146K | 0.02% | 354 |
|
|
2025
Q1 | $2.73M | Sell |
64,621
-2,604
| -4% | -$110K | 0.02% | 365 |
|
|
2024
Q4 | $3.22M | Sell |
67,225
-258
| -0.4% | -$12.3K | 0.03% | 329 |
|
|
2024
Q3 | $3.09M | Sell |
67,483
-342
| -0.5% | -$15.6K | 0.03% | 337 |
|
|
2024
Q2 | $2.69M | Sell |
67,825
-1,401
| -2% | -$55.6K | 0.02% | 348 |
|
|
2024
Q1 | $3.09M | Sell |
69,226
-3,960
| -5% | -$177K | 0.03% | 348 |
|
|
2023
Q4 | $3.17M | Buy |
73,186
+22,697
| +45% | +$982K | 0.03% | 347 |
|
|
2023
Q3 | $1.67M | Sell |
50,489
-5,124
| -9% | -$169K | 0.01% | 448 |
|
|
2023
Q2 | $1.84M | Sell |
55,613
-3,131
| -5% | -$103K | 0.01% | 456 |
|
|
2023
Q1 | $2.12M | Sell |
58,744
-5,442
| -8% | -$196K | 0.01% | 439 |
|
|
2022
Q4 | $2.8M | Buy |
64,186
+3,646
| +6% | +$159K | 0.02% | 422 |
|
|
2022
Q3 | $2.44M | Sell |
60,540
-15,058
| -20% | -$607K | 0.01% | 439 |
|
|
2022
Q2 | $3.48M | Buy |
75,598
+14,670
| +24% | +$675K | 0.02% | 399 |
|
|
2022
Q1 | $3.24M | Sell |
60,928
-2,764
| -4% | -$147K | 0.02% | 433 |
|
|
2021
Q4 | $3.58M | Sell |
63,692
-5,819
| -8% | -$327K | 0.02% | 433 |
|
|
2021
Q3 | $4.13M | Sell |
69,511
-872
| -1% | -$51.8K | 0.02% | 399 |
|
|
2021
Q2 | $4.01M | Buy |
70,383
+608
| +0.9% | +$34.6K | 0.02% | 409 |
|
|
2021
Q1 | $3.86M | Buy |
69,775
+621
| +0.9% | +$34.3K | 0.02% | 393 |
|
|
2020
Q4 | $3.22M | Sell |
69,154
-8,738
| -11% | -$407K | 0.02% | 417 |
|
|
2020
Q3 | $2.79M | Sell |
77,892
-15,702
| -17% | -$563K | 0.02% | 435 |
|
|
2020
Q2 | $3.45M | Sell |
93,594
-9,377
| -9% | -$345K | 0.03% | 421 |
|
|
2020
Q1 | $3.55M | Sell |
102,971
-38,763
| -27% | -$1.34M | 0.03% | 393 |
|
|
2019
Q4 | $8.4M | Buy |
141,734
+25,850
| +22% | +$1.53M | 0.05% | 327 |
|
|
2019
Q3 | $6.41M | Sell |
115,884
-42,375
| -27% | -$2.35M | 0.04% | 359 |
|
|
2019
Q2 | $8.29M | Buy |
158,259
+3,403
| +2% | +$178K | 0.05% | 321 |
|
|
2019
Q1 | $7.46M | Sell |
154,856
-3,804
| -2% | -$183K | 0.05% | 334 |
|
|
2018
Q4 | $7.25M | Sell |
158,660
-3,255
| -2% | -$149K | 0.06% | 312 |
|
|
2018
Q3 | $8.55M | Sell |
161,915
-3,427
| -2% | -$181K | 0.06% | 330 |
|
|
2018
Q2 | $8.27M | Sell |
165,342
-2,454
| -1% | -$123K | 0.06% | 331 |
|
|
2018
Q1 | $8.47M | Buy |
167,796
+601
| +0.4% | +$30.4K | 0.06% | 322 |
|
|
2017
Q4 | $9.02M | Buy |
167,195
+14,791
| +10% | +$798K | 0.07% | 311 |
|
|
2017
Q3 | $8.17M | Sell |
152,404
-1,801
| -1% | -$96.5K | 0.07% | 308 |
|
|
2017
Q2 | $8.01M | Buy |
154,205
+5,515
| +4% | +$286K | 0.07% | 307 |
|
|
2017
Q1 | $7.66M | Buy |
148,690
+381
| +0.3% | +$19.6K | 0.07% | 310 |
|
|
2016
Q4 | $7.62M | Buy |
148,309
+18,496
| +14% | +$950K | 0.07% | 311 |
|
|
2016
Q3 | $5.57M | Buy |
129,813
+34,125
| +36% | +$1.46M | 0.05% | 364 |
|
|
2016
Q2 | $3.83M | Buy |
95,688
+11,476
| +14% | +$459K | 0.04% | 418 |
|
|
2016
Q1 | $3.42M | Sell |
84,212
-1,747
| -2% | -$70.9K | 0.04% | 418 |
|
|
2015
Q4 | $3.67M | Sell |
85,959
-4,218
| -5% | -$180K | 0.04% | 408 |
|
|
2015
Q3 | $3.7M | Sell |
90,177
-13,220
| -13% | -$542K | 0.04% | 380 |
|
|
2015
Q2 | $4.49M | Sell |
103,397
-471
| -0.5% | -$20.4K | 0.05% | 357 |
|
|
2015
Q1 | $4.45M | Buy |
103,868
+39,173
| +61% | +$1.68M | 0.05% | 361 |
|
|
2014
Q4 | $2.91M | Buy |
64,695
+12,960
| +25% | +$583K | 0.04% | 378 |
|
|
2014
Q3 | $2.16M | Sell |
51,735
-423
| -0.8% | -$17.7K | 0.04% | 423 |
|
|
2014
Q2 | $2.26M | Buy |
52,158
+8,887
| +21% | +$385K | 0.04% | 392 |
|
|
2014
Q1 | $1.86M | Buy |
43,271
+24,799
| +134% | +$1.06M | 0.04% | 367 |
|
|
2013
Q4 | $746K | Sell |
18,472
-3,100
| -14% | -$125K | 0.03% | 374 |
|
|
2013
Q3 | $789K | Sell |
21,572
-18,941
| -47% | -$693K | 0.03% | 374 |
|
|
2013
Q2 | $1.47M | Buy |
+40,513
| New | +$1.47M | 0.04% | 352 |
|