DAS
Diversify Advisory Services’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
5,107
+37
| +0.7% | +$1.69K | 0.01% | 745 |
|
|
2025
Q1 | $205K | Sell |
5,070
-11,971
| -70% | -$485K | 0.01% | 611 |
|
|
2024
Q4 | $807K | Sell |
17,041
-3,806
| -18% | -$180K | 0.04% | 263 |
|
|
2024
Q3 | $1M | Sell |
20,847
-1,669
| -7% | -$80.2K | 0.05% | 256 |
|
|
2024
Q2 | $898K | Sell |
22,516
-4,700
| -17% | -$187K | 0.05% | 266 |
|
|
2024
Q1 | $1.2M | Buy |
+27,216
| New | +$1.2M | 0.07% | 216 |
|