D.L. Carlson Investment Group’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $206K | Hold |
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|
2022
Q4 | $250K | Hold |
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|
2022
Q3 | $231K | Hold |
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|
2022
Q2 | $263K | Hold |
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|
2022
Q1 | $304K | Sell |
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|
2021
Q4 | $332K | Hold |
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|
2021
Q3 | $352K | Buy |
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|
2021
Q2 | $326K | Hold |
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|
2021
Q1 | $317K | Hold |
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|
2020
Q4 | $267K | Hold |
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|
2020
Q3 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $306K | Hold |
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|
2019
Q3 | $286K | Hold |
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|
2019
Q2 | $271K | Hold |
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|
2019
Q1 | $249K | Hold |
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|
2018
Q4 | $236K | Sell |
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|
2018
Q3 | $275K | Hold |
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|
2018
Q2 | $261K | Sell |
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|
2018
Q1 | $3.92M | Sell |
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|
2017
Q4 | $4.34M | Sell |
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|
2017
Q3 | $5.16M | Sell |
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|
2017
Q2 | $5.03M | Sell |
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|
2017
Q1 | $5.06M | Sell |
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|
2016
Q4 | $5.41M | Sell |
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|
2016
Q3 | $4.56M | Sell |
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|
2016
Q2 | $4.3M | Sell |
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|
2016
Q1 | $4.34M | Buy |
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|
2015
Q4 | $3.83M | Buy |
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|
2015
Q3 | $3.68M | Sell |
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|
2015
Q2 | $4.13M | Sell |
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|
2015
Q1 | $4.15M | Buy |
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|
2014
Q4 | $3.84M | Buy |
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|
2014
Q3 | $3.58M | Sell |
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|
2014
Q2 | $4.33M | Sell |
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|
2014
Q1 | $4.35M | Sell |
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|
2013
Q4 | $4.33M | Sell |
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|
2013
Q3 | $4.03M | Sell |
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|
2013
Q2 | $4.09M | Buy |
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