Alpha Family Trust’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 | $288K | Sell |
6,375
-1,650
| -21% | -$74.7K | 0.14% | 134 |
|
|
2025
Q1 | $339K | Buy |
8,025
+2,100
| +35% | +$88.7K | 0.2% | 101 |
|
|
2024
Q4 | $283K | Hold |
5,925
| – | – | 0.16% | 109 |
|
|
2024
Q3 | $271K | Hold |
5,925
| – | – | 0.15% | 122 |
|
|
2024
Q2 | $235K | Hold |
5,925
| – | – | 0.14% | 128 |
|
|
2024
Q1 | $265K | Hold |
5,925
| – | – | 0.16% | 119 |
|
|
2023
Q4 | $256K | Buy |
+5,925
| New | +$256K | 0.17% | 113 |
|