CFG
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Cooper Financial Group’s US Bancorp USB Stock Holding History

Cooper Financial Group’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$238K Buy
+3,942
New +$221K 0.02% 392
2024
Q2 		– Sell
-8,101
Closed -$362K – 395
2024
Q1 		$362K Buy
8,101
+120
+2% +$5.06K 0.06% 258
2023
Q4 		$345K Buy
7,981
+135
+2% +$4.93K 0.06% 254
2023
Q3 		$259K Buy
7,846
+662
+9% +$24.1K 0.06% 270
2023
Q2 		$237K Buy
7,184
+319
+5% +$10.3K 0.06% 284
2023
Q1 		$247K Buy
6,865
+118
+2% +$5.26K 0.07% 263
2022
Q4 		$294K Buy
6,747
+791
+13% +$33.9K 0.09% 225
2022
Q3 		$240K Buy
5,956
+879
+17% +$40.7K 0.09% 220
2022
Q2 		$234K Buy
5,077
+324
+7% +$16.2K 0.09% 216
2022
Q1 		$253K Buy
4,753
+260
+6% +$14.9K 0.1% 201
2021
Q4 		$252K Sell
4,493
-210
-4% -$12.4K 0.1% 194
2021
Q3 		$280K Buy
4,703
+90
+2% +$5.13K 0.06% 198
2021
Q2 		$263K Buy
4,613
+296
+7% +$17.4K 0.05% 207
2021
Q1 		$239K Buy
+4,317
New +$216K 0.05% 211

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AAMU
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TC
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MAA
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Wealth Enhancement Advisory Services
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ORIO
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return