DFA
DHJJ Financial Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Hold |
7,292
| – | – | 0.12% | 127 |
|
|
2025
Q1 | $308K | Hold |
7,292
| – | – | 0.12% | 125 |
|
|
2024
Q4 | $349K | Sell |
7,292
-2,858
| -28% | -$137K | 0.14% | 119 |
|
|
2024
Q3 | $464K | Sell |
10,150
-428
| -4% | -$19.6K | 0.18% | 95 |
|
|
2024
Q2 | $420K | Hold |
10,578
| – | – | 0.18% | 100 |
|
|
2024
Q1 | $473K | Sell |
10,578
-3,100
| -23% | -$139K | 0.21% | 85 |
|
|
2023
Q4 | $592K | Sell |
13,678
-97
| -0.7% | -$4.2K | 0.28% | 68 |
|
|
2023
Q3 | $455K | Sell |
13,775
-287
| -2% | -$9.49K | 0.23% | 78 |
|
|
2023
Q2 | $465K | Buy |
14,062
+3
| +0% | +$99 | 0.24% | 82 |
|
|
2023
Q1 | $507K | Sell |
14,059
-1,055
| -7% | -$38K | 0.28% | 74 |
|
|
2022
Q4 | $659K | Buy |
15,114
+278
| +2% | +$12.1K | 0.38% | 60 |
|
|
2022
Q3 | $598K | Hold |
14,836
| – | – | 0.35% | 65 |
|
|
2022
Q2 | $683K | Sell |
14,836
-30
| -0.2% | -$1.38K | 0.38% | 58 |
|
|
2022
Q1 | $786K | Sell |
14,866
-3,934
| -21% | -$208K | 0.38% | 57 |
|
|
2021
Q4 | $956K | Sell |
18,800
-345
| -2% | -$17.5K | 0.45% | 48 |
|
|
2021
Q3 | $1.14M | Sell |
19,145
-1,000
| -5% | -$59.4K | 0.59% | 38 |
|
|
2021
Q2 | $1.15M | Buy |
+20,145
| New | +$1.15M | 0.61% | 38 |
|