Avalon 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 | $46.4K | Sell |
1,025
-227
| -18% | -$10.3K | ﹤0.01% | 269 |
|
|
2025
Q1 | $52.9K | Buy |
1,252
+114
| +10% | +$4.81K | ﹤0.01% | 249 |
|
|
2024
Q4 | $54.4K | Buy |
1,138
+113
| +11% | +$5.41K | ﹤0.01% | 219 |
|
|
2024
Q3 | $46.9K | Buy |
1,025
+415
| +68% | +$19K | ﹤0.01% | 221 |
|
|
2024
Q2 | $24.2K | Hold |
610
| – | – | ﹤0.01% | 255 |
|
|
2024
Q1 | $27.3K | Hold |
610
| – | – | ﹤0.01% | 252 |
|
|
2023
Q4 | $26.4K | Hold |
610
| – | – | ﹤0.01% | 249 |
|
|
2023
Q3 | $20.2K | Hold |
610
| – | – | ﹤0.01% | 233 |
|
|
2023
Q2 | $20.2K | Hold |
610
| – | – | ﹤0.01% | 249 |
|
|
2023
Q1 | $22K | Buy |
+610
| New | +$22K | ﹤0.01% | 236 |
|