DRS
Deane Retirement Strategies’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-72,169
| Closed | -$3.05M | – | 79 |
|
|
2025
Q1 | $3.05M | Buy |
72,169
+1,416
| +2% | +$59.8K | 1.45% | 24 |
|
|
2024
Q4 | $3.38M | Buy |
70,753
+667
| +1% | +$31.9K | 1.7% | 25 |
|
|
2024
Q3 | $3.2M | Buy |
+70,086
| New | +$3.2M | 1.56% | 24 |
|
|
2024
Q1 | – | Sell |
-48,412
| Closed | -$2.1M | – | 87 |
|
|
2023
Q4 | $2.1M | Buy |
+48,412
| New | +$2.1M | 1.14% | 28 |
|
|
2023
Q1 | – | Sell |
-42,024
| Closed | -$1.83M | – | 82 |
|
|
2022
Q4 | $1.83M | Sell |
42,024
-173
| -0.4% | -$7.55K | 1.02% | 31 |
|
|
2022
Q3 | $1.7M | Buy |
+42,197
| New | +$1.7M | 1.04% | 29 |
|
|
2020
Q2 | – | Sell |
-45,621
| Closed | -$1.57M | – | 69 |
|
|
2020
Q1 | $1.57M | Buy |
45,621
+13,286
| +41% | +$458K | 1.16% | 20 |
|
|
2019
Q4 | $1.92M | Buy |
+32,335
| New | +$1.92M | 1.31% | 19 |
|
|
2018
Q2 | – | Sell |
-37,678
| Closed | -$1.9M | – | 69 |
|
|
2018
Q1 | $1.9M | Buy |
37,678
+383
| +1% | +$19.3K | 1.95% | 14 |
|
|
2017
Q4 | $2M | Buy |
+37,295
| New | +$2M | 1.86% | 15 |
|
|
2016
Q2 | – | Sell |
-24,872
| Closed | -$1.01M | – | 53 |
|
|
2016
Q1 | $1.01M | Sell |
24,872
-3,565
| -13% | -$145K | 0.94% | 29 |
|
|
2015
Q4 | $1.21M | Buy |
28,437
+332
| +1% | +$14.2K | 1.23% | 25 |
|
|
2015
Q3 | $1.15M | Buy |
+28,105
| New | +$1.15M | 1.12% | 26 |
|