Disciplined Equity Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
29,520
+5,470
| +23% | +$248K | 0.78% | 17 |
|
|
2025
Q1 | $1.02M | Buy |
24,050
+430
| +2% | +$18.2K | 0.71% | 22 |
|
|
2024
Q4 | $1.13M | Hold |
23,620
| – | – | 0.73% | 25 |
|
|
2024
Q3 | $1.08M | Sell |
23,620
-500
| -2% | -$22.9K | 0.68% | 24 |
|
|
2024
Q2 | $958K | Hold |
24,120
| – | – | 0.63% | 30 |
|
|
2024
Q1 | $1.08M | Buy |
+24,120
| New | +$1.08M | 0.72% | 21 |
|