Ballast Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $111K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $241K | Sell |
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|
2022
Q2 | $275K | Buy |
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|
2022
Q1 | $317K | Buy |
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|
2021
Q4 | $335K | Buy |
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|
2021
Q3 | $354K | Sell |
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|
2021
Q2 | $356K | Buy |
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|
2021
Q1 | $346K | Buy |
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|
2020
Q4 | $261K | Buy |
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|
2020
Q3 | $201K | Sell |
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|
2020
Q2 | $245K | Sell |
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|
2020
Q1 | $235K | Sell |
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|
2019
Q4 | $431K | Buy |
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