Berger Financial Group’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 | $425K | Sell |
9,385
-2,054
| -18% | -$92.9K | 0.03% | 284 |
|
|
2025
Q1 | $483K | Sell |
11,439
-65
| -0.6% | -$2.74K | 0.03% | 261 |
|
|
2024
Q4 | $550K | Sell |
11,504
-160
| -1% | -$7.65K | 0.04% | 243 |
|
|
2024
Q3 | $533K | Sell |
11,664
-1,265
| -10% | -$57.9K | 0.04% | 227 |
|
|
2024
Q2 | $513K | Buy |
12,929
+3,813
| +42% | +$151K | 0.04% | 207 |
|
|
2024
Q1 | $408K | Buy |
9,116
+687
| +8% | +$30.7K | 0.03% | 234 |
|
|
2023
Q4 | $365K | Sell |
8,429
-1,900
| -18% | -$82.2K | 0.04% | 199 |
|
|
2023
Q3 | $341K | Buy |
10,329
+398
| +4% | +$13.2K | 0.04% | 191 |
|
|
2023
Q2 | $328K | Buy |
9,931
+30
| +0.3% | +$991 | 0.04% | 208 |
|
|
2023
Q1 | $357K | Buy |
9,901
+495
| +5% | +$17.8K | 0.04% | 192 |
|
|
2022
Q4 | $410K | Buy |
9,406
+1,623
| +21% | +$70.8K | 0.05% | 172 |
|
|
2022
Q3 | $314K | Buy |
7,783
+782
| +11% | +$31.5K | 0.05% | 179 |
|
|
2022
Q2 | $322K | Buy |
7,001
+991
| +16% | +$45.6K | 0.05% | 177 |
|
|
2022
Q1 | $319K | Buy |
6,010
+416
| +7% | +$22.1K | 0.04% | 198 |
|
|
2021
Q4 | $314K | Buy |
5,594
+248
| +5% | +$13.9K | 0.04% | 203 |
|
|
2021
Q3 | $318K | Buy |
5,346
+1
| +0% | +$59 | 0.06% | 156 |
|
|
2021
Q2 | $304K | Sell |
5,345
-73
| -1% | -$4.15K | 0.06% | 157 |
|
|
2021
Q1 | $300K | Sell |
5,418
-944
| -15% | -$52.3K | 0.07% | 148 |
|
|
2020
Q4 | $296K | Buy |
+6,362
| New | +$296K | 0.05% | 162 |
|