Anchor Investment Management’s US Bancorp USB Stock Holding History

Anchor Investment Management’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$145K	Hold	3,200	–	–	0.01%	418
2025 Q1	$135K	Hold	3,200	–	–	0.01%	417
2024 Q4	$153K	Hold	3,200	–	–	0.01%	403
2024 Q3	$146K	Hold	3,200	–	–	0.01%	411
2024 Q2	$127K	Hold	3,200	–	–	0.01%	407
2024 Q1	$143K	Hold	3,200	–	–	0.02%	408
2023 Q4	$138K	Hold	3,200	–	–	0.02%	402
2023 Q3	$106K	Hold	3,200	–	–	0.01%	421
2023 Q2	$106K	Sell	3,200 -150	-4%	-$4.96K	0.01%	416
2023 Q1	$121K	Hold	3,350	–	–	0.02%	410
2022 Q4	$146K	Buy	3,350 +3,150	+1,575%	+$137K	0.02%	386
2022 Q3	$8.06K	Hold	200	–	–	﹤0.01%	749
2022 Q2	$9.2K	Hold	200	–	–	﹤0.01%	743
2022 Q1	$10.6K	Sell	200 -400	-67%	-$21.3K	﹤0.01%	746
2021 Q4	$33.7K	Hold	600	–	–	﹤0.01%	617
2021 Q3	$35.7K	Hold	600	–	–	0.01%	567
2021 Q2	$34.2K	Sell	600 -200	-25%	-$11.4K	﹤0.01%	578
2021 Q1	$44.2K	Sell	800 -800	-50%	-$44.2K	0.01%	528
2020 Q4	$74.5K	Hold	1,600	–	–	0.01%	416
2020 Q3	$57.4K	Buy	1,600 +370	+30%	+$13.3K	0.01%	422
2020 Q2	$45.3K	Hold	1,230	–	–	0.01%	449
2020 Q1	$42.4K	Buy	1,230 +30	+3%	+$1.03K	0.01%	453
2019 Q4	$71.1K	Hold	1,200	–	–	0.02%	420
2019 Q3	$66.4K	Hold	1,200	–	–	0.02%	422
2019 Q2	$62.9K	Hold	1,200	–	–	0.02%	426
2019 Q1	$57.8K	Hold	1,200	–	–	0.01%	424
2018 Q4	$54.8K	Hold	1,200	–	–	0.02%	426
2018 Q3	$63.4K	Hold	1,200	–	–	0.01%	445
2018 Q2	$60K	Hold	1,200	–	–	0.01%	458
2018 Q1	$60.6K	Hold	1,200	–	–	0.02%	451
2017 Q4	$64.3K	Hold	1,200	–	–	0.02%	434
2017 Q3	$64.3K	Hold	1,200	–	–	0.02%	419
2017 Q2	$62.3K	Sell	1,200 -400	-25%	-$20.8K	0.02%	380
2017 Q1	$82.4K	Hold	1,600	–	–	0.03%	339
2016 Q4	$82.2K	Hold	1,600	–	–	0.03%	331
2016 Q3	$68.6K	Sell	1,600 -400	-20%	-$17.2K	0.03%	332
2016 Q2	$80.7K	Hold	2,000	–	–	0.03%	300
2016 Q1	$81.2K	Buy	+2,000	New	+$81.2K	0.03%	296