Beacon Financial Group’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $203K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $291K | Sell |
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|
2024
Q3 | $292K | Sell |
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|
2024
Q2 | $259K | Sell |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $316K | Sell |
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|
2023
Q3 | $277K | Sell |
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|
2023
Q2 | $269K | Sell |
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|
2023
Q1 | $337K | Sell |
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|
2022
Q4 | $559K | Sell |
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|
2022
Q3 | $528K | Hold |
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|
2022
Q2 | $611K | Buy |
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|
2022
Q1 | $614K | Buy |
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|
2021
Q4 | $619K | Buy |
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|
2021
Q3 | $642K | Buy |
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|
2021
Q2 | $558K | Buy |
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|
2021
Q1 | $461K | Hold |
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|
2020
Q4 | $461K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $336K | Hold |
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|
2019
Q3 | $314K | Hold |
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|
2019
Q2 | $297K | Sell |
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|
2019
Q1 | $292 | Sell |
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|
2018
Q4 | $281K | Buy |
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|
2018
Q3 | $317K | Hold |
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|
2018
Q2 | $301K | Sell |
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|
2018
Q1 | $334K | Sell |
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|
2017
Q4 | $429K | Hold |
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|
2017
Q3 | $429K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $354K | Hold |
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|
2016
Q3 | $293K | Buy |
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|
2016
Q2 | $221K | Hold |
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|
2016
Q1 | $228K | Sell |
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|
2015
Q4 | $243K | Buy |
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|
2015
Q3 | $210K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $2.38M | Buy |
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|
2013
Q3 | $2.08M | Buy |
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