Bard Financial Services’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 | $2.64M | Sell |
58,369
-1,975
| -3% | -$89.4K | 0.32% | 77 |
|
|
2025
Q1 | $2.55M | Sell |
60,344
-1,065
| -2% | -$45K | 0.31% | 73 |
|
|
2024
Q4 | $2.94M | Sell |
61,409
-1,500
| -2% | -$71.7K | 0.35% | 65 |
|
|
2024
Q3 | $2.88M | Sell |
62,909
-3,750
| -6% | -$171K | 0.34% | 66 |
|
|
2024
Q2 | $2.65M | Sell |
66,659
-1,750
| -3% | -$69.5K | 0.27% | 76 |
|
|
2024
Q1 | $3.06M | Sell |
68,409
-200
| -0.3% | -$8.94K | 0.32% | 72 |
|
|
2023
Q4 | $2.97M | Sell |
68,609
-1,035
| -1% | -$44.8K | 0.33% | 67 |
|
|
2023
Q3 | $2.3M | Sell |
69,644
-3,250
| -4% | -$107K | 0.28% | 75 |
|
|
2023
Q2 | $2.41M | Buy |
72,894
+3,775
| +5% | +$125K | 0.18% | 111 |
|
|
2023
Q1 | $2.49M | Sell |
69,119
-2,750
| -4% | -$99.1K | 0.2% | 101 |
|
|
2022
Q4 | $3.13M | Sell |
71,869
-1,585
| -2% | -$69.1K | 0.27% | 88 |
|
|
2022
Q3 | $2.96M | Sell |
73,454
-250
| -0.3% | -$10.1K | 0.28% | 87 |
|
|
2022
Q2 | $3.39M | Sell |
73,704
-725
| -1% | -$33.4K | 0.31% | 79 |
|
|
2022
Q1 | $3.96M | Sell |
74,429
-375
| -0.5% | -$19.9K | 0.32% | 77 |
|
|
2021
Q4 | $4.2M | Sell |
74,804
-800
| -1% | -$44.9K | 0.34% | 69 |
|
|
2021
Q3 | $4.49M | Sell |
75,604
-1,250
| -2% | -$74.3K | 0.4% | 66 |
|
|
2021
Q2 | $4.38M | Sell |
76,854
-1,000
| -1% | -$57K | 0.39% | 67 |
|
|
2021
Q1 | $4.31M | Sell |
77,854
-1,358
| -2% | -$75.1K | 0.42% | 68 |
|
|
2020
Q4 | $3.69M | Buy |
+79,212
| New | +$3.69M | 0.37% | 74 |
|