Callan Family Office’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 | $1.87M | Buy |
41,361
+19,844
| +92% | +$898K | 0.06% | 281 |
|
|
2025
Q1 | $908K | Sell |
21,517
-15,293
| -42% | -$646K | 0.07% | 231 |
|
|
2024
Q4 | $1.76M | Buy |
36,810
+30,615
| +494% | +$1.46M | 0.11% | 169 |
|
|
2024
Q3 | $283K | Buy |
6,195
+829
| +15% | +$37.9K | 0.05% | 146 |
|
|
2024
Q2 | $213K | Buy |
+5,366
| New | +$213K | 0.04% | 144 |
|
|
2023
Q2 | – | Sell |
-5,826
| Closed | -$210K | – | 156 |
|
|
2023
Q1 | $210K | Buy |
5,826
+83
| +1% | +$2.99K | 0.05% | 150 |
|
|
2022
Q4 | $250K | Buy |
+5,743
| New | +$250K | 0.08% | 89 |
|