Center for Financial Planning’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
Q2 | $468K | Buy |
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|
2025
Q1 | $401K | Buy |
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|
2024
Q4 | $432K | Hold |
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|
2024
Q3 | $413K | Hold |
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|
2024
Q2 | $358K | Sell |
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|
2024
Q1 | $407K | Buy |
|
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|
2023
Q4 | $391K | Hold |
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|
2023
Q3 | $299K | Hold |
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|
2023
Q2 | $298K | Buy |
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|
2023
Q1 | $320K | Buy |
|
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|
2022
Q4 | $348K | Hold |
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|
2022
Q3 | $322K | Hold |
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|
2022
Q2 | $367K | Hold |
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|
2022
Q1 | $424K | Hold |
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|
2021
Q4 | $448K | Hold |
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|
2021
Q3 | $474K | Buy |
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|
2021
Q2 | $406K | Hold |
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|
2021
Q1 | $394K | Hold |
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|
2020
Q4 | $332K | Hold |
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|
2020
Q3 | $255K | Sell |
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|
2020
Q2 | $282K | Sell |
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|
2020
Q1 | $275K | Buy |
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|
2019
Q4 | $461K | Buy |
|