Valeo Financial 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 | $1.32M | Buy |
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|
2025
Q2 | $1.23M | Sell |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.53M | Buy |
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|
2023
Q3 | $931K | Buy |
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|
2023
Q2 | $930K | Buy |
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|
2023
Q1 | $690K | Sell |
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|
2022
Q4 | $988K | Buy |
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|
2022
Q3 | $704K | Sell |
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|
2022
Q2 | $861K | Sell |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $1.1M | Buy |
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|
2021
Q2 | $940K | Buy |
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|
2021
Q1 | $782K | Buy |
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|
2020
Q4 | $337K | Sell |
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|
2020
Q3 | $307K | Sell |
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|
2020
Q2 | $385K | Buy |
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|
2020
Q1 | $372K | Sell |
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|
2019
Q4 | $809K | Buy |
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|
2019
Q3 | $693K | Sell |
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|
2019
Q2 | $676K | Buy |
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|
2019
Q1 | $621K | Buy |
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|
2018
Q4 | $506K | Buy |
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|
2018
Q3 | $541K | Sell |
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|
2018
Q2 | $567K | Buy |
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|
2018
Q1 | $500K | Buy |
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|
2017
Q4 | $351K | Buy |
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|
2017
Q3 | $268K | Buy |
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