Alan B. Lancz & Associates’s US Bancorp USB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,400
Closed -$210K 130
2024
Q4
$210K Hold
4,400
0.21% 116
2024
Q3
$201K Buy
+4,400
New +$201K 0.18% 131
2023
Q4
$206K Buy
+4,750
New +$206K 0.22% 122