Clearstead Trust’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
Q3 | $210K | Sell |
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|
2025
Q2 | $280K | Buy |
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|
2025
Q1 | $245K | Sell |
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|
2024
Q4 | $288K | Buy |
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|
2024
Q3 | $14.8K | Hold |
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|
2024
Q2 | $12.9K | Hold |
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|
2024
Q1 | $14.5K | Buy |
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|
2023
Q4 | $3.38K | Sell |
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|
2023
Q3 | $10.4K | Hold |
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|
2023
Q2 | $10.6K | Buy |
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|
2023
Q1 | $9.77K | Sell |
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|
2022
Q4 | $20K | Sell |
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|
2022
Q3 | $26K | Buy |
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|
2022
Q2 | $4K | Sell |
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|
2022
Q1 | $14K | Sell |
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|
2021
Q4 | $20K | Sell |
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|
2021
Q3 | $24K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $80K | Hold |
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|
2017
Q3 | $80K | Hold |
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|
2017
Q2 | $78K | Buy |
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