Buffington Mohr McNeal’s US Bancorp USB Stock Holding History

Buffington Mohr McNeal’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	$1.21M	Sell	28,762 -3,421	-11%	-$144K	0.24%	47
2024 Q4	$1.54M	Hold	32,183	–	–	0.26%	55
2024 Q3	$1.47M	Sell	32,183 -262	-0.8%	-$12K	0.24%	56
2024 Q2	$1.29M	Buy	32,445 +216	+0.7%	+$8.58K	0.23%	57
2024 Q1	$1.44M	Buy	32,229 +200	+0.6%	+$8.94K	0.26%	52
2023 Q4	$1.39M	Hold	32,029	–	–	0.28%	51
2023 Q3	$1.06M	Sell	32,029 -300	-0.9%	-$9.92K	0.24%	65
2023 Q2	$1.07M	Sell	32,329 -400	-1%	-$13.2K	0.23%	65
2023 Q1	$1.18M	Sell	32,729 -22	-0.1%	-$793	0.27%	59
2022 Q4	$1.43M	Sell	32,751 -250	-0.8%	-$10.9K	0.33%	50
2022 Q3	$1.33M	Hold	33,001	–	–	0.32%	52
2022 Q2	$1.52M	Sell	33,001 -475	-1%	-$21.9K	0.33%	51
2022 Q1	$1.78M	Sell	33,476 -1,075	-3%	-$57.1K	0.34%	49
2021 Q4	$1.94M	Hold	34,551	–	–	0.33%	51
2021 Q3	$2.05M	Sell	34,551 -75	-0.2%	-$4.46K	0.39%	49
2021 Q2	$1.97M	Sell	34,626 -4,831	-12%	-$275K	0.39%	47
2021 Q1	$2.18M	Sell	39,457 -545	-1%	-$30.1K	0.47%	46
2020 Q4	$1.86M	Buy	40,002 +235	+0.6%	+$11K	0.43%	45
2020 Q3	$1.43M	Sell	39,767 -3,240	-8%	-$116K	0.38%	47
2020 Q2	$1.58M	Sell	43,007 -800	-2%	-$29.5K	0.45%	47
2020 Q1	$1.51M	Sell	43,807 -1,728	-4%	-$59.5K	0.5%	44
2019 Q4	$2.7M	Sell	45,535 -212	-0.5%	-$12.6K	0.76%	36
2019 Q3	$2.53M	Sell	45,747 -600	-1%	-$33.2K	0.78%	39
2019 Q2	$2.43M	Sell	46,347 -1,972	-4%	-$103K	0.76%	40
2019 Q1	$2.33M	Sell	48,319 -278	-0.6%	-$13.4K	0.75%	39
2018 Q4	$2.22M	Sell	48,597 -3,417	-7%	-$156K	0.89%	34
2018 Q3	$2.75M	Hold	52,014	–	–	0.95%	35
2018 Q2	$2.6M	Sell	52,014 -1,057	-2%	-$52.9K	0.98%	34
2018 Q1	$2.68M	Sell	53,071 -187	-0.4%	-$9.44K	1.03%	33
2017 Q4	$2.85M	Buy	53,258 +137	+0.3%	+$7.34K	1.09%	30
2017 Q3	$2.89M	Buy	53,121 +318	+0.6%	+$17.3K	1.12%	28
2017 Q2	$2.74M	Buy	52,803 +202	+0.4%	+$10.5K	1.08%	29
2017 Q1	$2.71M	Buy	+52,601	New	+$2.71M	1.19%	29