Westside Investment 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 | $15.9K | Buy |
343
+320
| +1,391% | +$14.9K | ﹤0.01% | 764 |
|
|
2025
Q1 | $971 | Hold |
23
| – | – | ﹤0.01% | 932 |
|
|
2024
Q4 | $1.1K | Hold |
23
| – | – | ﹤0.01% | 938 |
|
|
2024
Q3 | $1.05K | Sell |
23
-49
| -68% | -$2.24K | ﹤0.01% | 950 |
|
|
2024
Q2 | $2.86K | Hold |
72
| – | – | ﹤0.01% | 840 |
|
|
2024
Q1 | $3.22K | Sell |
72
-201
| -74% | -$8.98K | ﹤0.01% | 778 |
|
|
2023
Q4 | $11.8K | Hold |
273
| – | – | ﹤0.01% | 566 |
|
|
2023
Q3 | $9.03K | Hold |
273
| – | – | ﹤0.01% | 603 |
|
|
2023
Q2 | $9.02K | Sell |
273
-203
| -43% | -$6.71K | ﹤0.01% | 609 |
|
|
2023
Q1 | $17.2K | Hold |
476
| – | – | 0.01% | 509 |
|
|
2022
Q4 | $20 | Hold |
476
| – | – | ﹤0.01% | 528 |
|
|
2022
Q3 | $19 | Sell |
476
-118
| -20% | -$5 | ﹤0.01% | 520 |
|
|
2022
Q2 | $27 | Sell |
594
-54
| -8% | -$2 | ﹤0.01% | 476 |
|
|
2022
Q1 | $34 | Buy |
648
+203
| +46% | +$11 | ﹤0.01% | 462 |
|
|
2021
Q4 | $24 | Sell |
445
-334
| -43% | -$18 | ﹤0.01% | 475 |
|
|
2021
Q3 | $46 | Buy |
779
+49
| +7% | +$3 | ﹤0.01% | 398 |
|
|
2021
Q2 | $41 | Sell |
730
-132
| -15% | -$7 | ﹤0.01% | 400 |
|
|
2021
Q1 | $47 | Hold |
862
| – | – | ﹤0.01% | 380 |
|
|
2020
Q4 | $40 | Buy |
862
+54
| +7% | +$3 | ﹤0.01% | 365 |
|
|
2020
Q3 | $28 | Buy |
808
+607
| +302% | +$21 | ﹤0.01% | 390 |
|
|
2020
Q2 | $7 | Hold |
201
| – | – | ﹤0.01% | 509 |
|
|
2020
Q1 | $6 | Buy |
+201
| New | +$6 | ﹤0.01% | 523 |
|
|
2019
Q2 | $10 | Buy |
+201
| New | +$10 | ﹤0.01% | 479 |
|
|
2018
Q4 | $9.19K | Sell |
201
-263
| -57% | -$12K | ﹤0.01% | 485 |
|
|
2018
Q3 | $24.5K | Hold |
464
| – | – | 0.01% | 327 |
|
|
2018
Q2 | $23.4K | Buy |
464
+263
| +131% | +$13.3K | 0.01% | 385 |
|
|
2018
Q1 | $9.99K | Hold |
201
| – | – | 0.01% | 542 |
|
|
2017
Q4 | $11.1K | Hold |
201
| – | – | 0.01% | 540 |
|
|
2017
Q3 | $10.8K | Hold |
201
| – | – | 0.01% | 529 |
|
|
2017
Q2 | $10.5K | Hold |
201
| – | – | 0.01% | 529 |
|
|
2017
Q1 | $10.3K | Hold |
201
| – | – | ﹤0.01% | 497 |
|
|
2016
Q4 | $10.4K | Buy |
+201
| New | +$10.4K | 0.01% | 387 |
|