Valeo 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 | $1.23M | Sell |
27,196
-438
| -2% | -$19.8K | 0.03% | 250 |
|
|
2025
Q1 | $1.17M | Sell |
27,634
-1,124
| -4% | -$47.5K | 0.03% | 233 |
|
|
2024
Q4 | $1.38M | Buy |
28,758
+1,565
| +6% | +$74.9K | 0.04% | 193 |
|
|
2024
Q3 | $1.24M | Sell |
27,193
-2,456
| -8% | -$112K | 0.04% | 217 |
|
|
2024
Q2 | $1.18M | Sell |
29,649
-735
| -2% | -$29.2K | 0.04% | 211 |
|
|
2024
Q1 | $1.26M | Sell |
30,384
-4,911
| -14% | -$204K | 0.05% | 196 |
|
|
2023
Q4 | $1.53M | Buy |
35,295
+7,123
| +25% | +$308K | 0.06% | 168 |
|
|
2023
Q3 | $931K | Buy |
28,172
+37
| +0.1% | +$1.22K | 0.04% | 220 |
|
|
2023
Q2 | $930K | Buy |
28,135
+8,987
| +47% | +$297K | 0.04% | 215 |
|
|
2023
Q1 | $690K | Sell |
19,148
-3,498
| -15% | -$126K | 0.03% | 275 |
|
|
2022
Q4 | $988K | Buy |
22,646
+5,183
| +30% | +$226K | 0.05% | 188 |
|
|
2022
Q3 | $704K | Sell |
17,463
-1,239
| -7% | -$49.9K | 0.04% | 206 |
|
|
2022
Q2 | $861K | Sell |
18,702
-2,183
| -10% | -$101K | 0.05% | 179 |
|
|
2022
Q1 | $1.11M | Buy |
20,885
+1,667
| +9% | +$88.6K | 0.06% | 183 |
|
|
2021
Q4 | $1.08M | Buy |
19,218
+783
| +4% | +$44K | 0.06% | 178 |
|
|
2021
Q3 | $1.1M | Buy |
18,435
+1,936
| +12% | +$115K | 0.06% | 166 |
|
|
2021
Q2 | $940K | Buy |
16,499
+2,367
| +17% | +$135K | 0.06% | 163 |
|
|
2021
Q1 | $782K | Buy |
14,132
+6,904
| +96% | +$382K | 0.04% | 200 |
|
|
2020
Q4 | $337K | Sell |
7,228
-1,338
| -16% | -$62.4K | 0.02% | 304 |
|
|
2020
Q3 | $307K | Sell |
8,566
-1,878
| -18% | -$67.3K | 0.03% | 243 |
|
|
2020
Q2 | $385K | Buy |
10,444
+578
| +6% | +$21.3K | 0.04% | 214 |
|
|
2020
Q1 | $372K | Sell |
9,866
-3,776
| -28% | -$142K | 0.04% | 202 |
|
|
2019
Q4 | $809K | Buy |
13,642
+1,121
| +9% | +$66.5K | 0.08% | 152 |
|
|
2019
Q3 | $693K | Sell |
12,521
-384
| -3% | -$21.3K | 0.08% | 149 |
|
|
2019
Q2 | $676K | Buy |
12,905
+13
| +0.1% | +$681 | 0.08% | 154 |
|
|
2019
Q1 | $621K | Buy |
12,892
+1,812
| +16% | +$87.3K | 0.08% | 161 |
|
|
2018
Q4 | $506K | Buy |
11,080
+728
| +7% | +$33.2K | 0.07% | 167 |
|
|
2018
Q3 | $541K | Sell |
10,352
-470
| -4% | -$24.6K | 0.07% | 170 |
|
|
2018
Q2 | $567K | Buy |
10,822
+914
| +9% | +$47.9K | 0.08% | 158 |
|
|
2018
Q1 | $500K | Buy |
9,908
+3,362
| +51% | +$170K | 0.08% | 150 |
|
|
2017
Q4 | $351K | Buy |
6,546
+1,538
| +31% | +$82.5K | 0.06% | 183 |
|
|
2017
Q3 | $268K | Buy |
+5,008
| New | +$268K | 0.06% | 175 |
|