DHJJ Financial Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $352K | Hold |
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|
2025
Q2 | $330K | Hold |
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|
2025
Q1 | $308K | Hold |
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|
2024
Q4 | $349K | Sell |
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|
2024
Q3 | $464K | Sell |
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|
2024
Q2 | $420K | Hold |
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|
2024
Q1 | $473K | Sell |
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|
2023
Q4 | $592K | Sell |
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|
2023
Q3 | $455K | Sell |
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|
2023
Q2 | $465K | Buy |
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|
2023
Q1 | $507K | Sell |
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|
2022
Q4 | $659K | Buy |
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|
2022
Q3 | $598K | Hold |
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|
2022
Q2 | $683K | Sell |
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|
2022
Q1 | $786K | Sell |
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|
2021
Q4 | $956K | Sell |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.15M | Buy |
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