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Beacon Investment Advisors’s US Bancorp USB Stock Holding History

Beacon Investment Advisors’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
Q1 		– Sell
-4,250
Closed -$203K – 159
2024
Q4 		$203K Buy
+4,250
New +$203K 0.1% 145