Wright Investors Service’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 | $252K | Buy |
5,579
+175
| +3% | +$7.92K | 0.08% | 138 |
|
|
2025
Q1 | $228K | Sell |
5,404
-544
| -9% | -$23K | 0.08% | 139 |
|
|
2024
Q4 | $284K | Sell |
5,948
-12,607
| -68% | -$603K | 0.09% | 129 |
|
|
2024
Q3 | $849K | Sell |
18,555
-33,148
| -64% | -$1.52M | 0.22% | 109 |
|
|
2024
Q2 | $2.05M | Sell |
51,703
-17,828
| -26% | -$708K | 0.54% | 56 |
|
|
2024
Q1 | $3.11M | Buy |
69,531
+1,197
| +2% | +$53.5K | 0.79% | 41 |
|
|
2023
Q4 | $2.96M | Buy |
68,334
+29,080
| +74% | +$1.26M | 0.83% | 40 |
|
|
2023
Q3 | $1.3M | Buy |
39,254
+888
| +2% | +$29.4K | 0.38% | 78 |
|
|
2023
Q2 | $1.27M | Sell |
38,366
-4,081
| -10% | -$135K | 0.36% | 83 |
|
|
2023
Q1 | $1.53M | Sell |
42,447
-346
| -0.8% | -$12.5K | 0.43% | 78 |
|
|
2022
Q4 | $1.87M | Buy |
42,793
+849
| +2% | +$37K | 0.54% | 73 |
|
|
2022
Q3 | $1.69M | Sell |
41,944
-3,145
| -7% | -$127K | 0.53% | 68 |
|
|
2022
Q2 | $2.08M | Buy |
45,089
+556
| +1% | +$25.6K | 0.59% | 61 |
|
|
2022
Q1 | $2.37M | Buy |
44,533
+2,397
| +6% | +$127K | 0.59% | 58 |
|
|
2021
Q4 | $2.37M | Buy |
42,136
+3,179
| +8% | +$179K | 0.6% | 57 |
|
|
2021
Q3 | $2.32M | Buy |
38,957
+2,524
| +7% | +$150K | 0.66% | 50 |
|
|
2021
Q2 | $2.08M | Buy |
36,433
+1,384
| +4% | +$78.9K | 0.56% | 61 |
|
|
2021
Q1 | $1.94M | Buy |
35,049
+5,892
| +20% | +$326K | 0.59% | 60 |
|
|
2020
Q4 | $1.36M | Buy |
29,157
+329
| +1% | +$15.3K | 0.47% | 66 |
|
|
2020
Q3 | $1.03M | Buy |
28,828
+2,622
| +10% | +$94K | 0.37% | 75 |
|
|
2020
Q2 | $965K | Buy |
26,206
+1,815
| +7% | +$66.8K | 0.37% | 73 |
|
|
2020
Q1 | $840K | Sell |
24,391
-16,598
| -40% | -$572K | 0.36% | 76 |
|
|
2019
Q4 | $2.43M | Buy |
40,989
+48
| +0.1% | +$2.85K | 0.83% | 37 |
|
|
2019
Q3 | $2.27M | Buy |
40,941
+4,152
| +11% | +$230K | 0.81% | 40 |
|
|
2019
Q2 | $1.93M | Buy |
36,789
+1,206
| +3% | +$63.2K | 0.73% | 46 |
|
|
2019
Q1 | $1.71M | Buy |
35,583
+1,474
| +4% | +$71K | 0.69% | 45 |
|
|
2018
Q4 | $1.56M | Sell |
34,109
-15,751
| -32% | -$719K | 0.67% | 49 |
|
|
2018
Q3 | $2.63M | Buy |
49,860
+1,146
| +2% | +$60.5K | 0.96% | 34 |
|
|
2018
Q2 | $2.44M | Sell |
48,714
-198
| -0.4% | -$9.91K | 0.97% | 36 |
|
|
2018
Q1 | $2.47M | Sell |
48,912
-4,302
| -8% | -$217K | 0.85% | 36 |
|
|
2017
Q4 | $2.85M | Sell |
53,214
-1,223
| -2% | -$65.5K | 0.95% | 32 |
|
|
2017
Q3 | $2.92M | Buy |
54,437
+294
| +0.5% | +$15.8K | 1.06% | 25 |
|
|
2017
Q2 | $2.81M | Sell |
54,143
-1,880
| -3% | -$97.6K | 1.06% | 21 |
|
|
2017
Q1 | $2.89M | Buy |
56,023
+11,310
| +25% | +$582K | 1.17% | 18 |
|
|
2016
Q4 | $2.3M | Buy |
44,713
+17,415
| +64% | +$895K | 1% | 22 |
|
|
2016
Q3 | $1.17M | Buy |
27,298
+29
| +0.1% | +$1.24K | 0.49% | 69 |
|
|
2016
Q2 | $1.1M | Sell |
27,269
-61
| -0.2% | -$2.46K | 0.45% | 73 |
|
|
2016
Q1 | $1.11M | Sell |
27,330
-287
| -1% | -$11.6K | 0.44% | 79 |
|
|
2015
Q4 | $1.18M | Buy |
27,617
+7,700
| +39% | +$328K | 0.43% | 80 |
|
|
2015
Q3 | $817K | Sell |
19,917
-292
| -1% | -$12K | 0.37% | 96 |
|
|
2015
Q2 | $877K | Sell |
20,209
-2,291
| -10% | -$99.4K | 0.42% | 74 |
|
|
2015
Q1 | $983K | Buy |
22,500
+1,673
| +8% | +$73.1K | 0.47% | 69 |
|
|
2014
Q4 | $936K | Buy |
20,827
+3,147
| +18% | +$141K | 0.46% | 68 |
|
|
2014
Q3 | $740K | Buy |
17,680
+1,207
| +7% | +$50.5K | 0.37% | 89 |
|
|
2014
Q2 | $714K | Buy |
16,473
+771
| +5% | +$33.4K | 0.32% | 102 |
|
|
2014
Q1 | $673K | Sell |
15,702
-257
| -2% | -$11K | 0.3% | 114 |
|
|
2013
Q4 | $645K | Sell |
15,959
-2,643
| -14% | -$107K | 0.28% | 117 |
|
|
2013
Q3 | $680K | Buy |
18,602
+2,146
| +13% | +$78.4K | 0.31% | 102 |
|
|
2013
Q2 | $595K | Buy |
+16,456
| New | +$595K | 0.28% | 109 |
|