CAS
Coppell Advisory Solutions’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
32,164
-5,421
| -14% | -$248K | 0.17% | 127 |
|
|
2025
Q1 | $1.52M | Sell |
37,585
-4,486
| -11% | -$182K | 0.21% | 116 |
|
|
2024
Q4 | $2.03M | Sell |
42,071
-1,922
| -4% | -$92.7K | 0.28% | 74 |
|
|
2024
Q3 | $2M | Buy |
43,993
+1,840
| +4% | +$83.7K | 0.29% | 75 |
|
|
2024
Q2 | $1.67M | Buy |
+42,153
| New | +$1.67M | 0.28% | 80 |
|
|
2023
Q4 | $1.55M | Buy |
35,708
+11,602
| +48% | +$502K | 0.31% | 76 |
|
|
2023
Q3 | $1.05M | Sell |
24,106
-11,425
| -32% | -$498K | 0.36% | 69 |
|
|
2023
Q2 | $1.16M | Buy |
35,531
+4,480
| +14% | +$147K | 0.33% | 74 |
|
|
2023
Q1 | $1.1M | Buy |
31,051
+6,945
| +29% | +$247K | 0.36% | 75 |
|
|
2022
Q4 | $1.05M | Buy |
+24,106
| New | +$1.05M | 0.36% | 73 |
|
|
2020
Q4 | $614K | Buy |
+13,169
| New | +$614K | 0.31% | 84 |
|