Elevated Capital Advisors’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
$991K Hold
23,481
0.28% 99
2025
Q1
$991K Buy
23,481
+666
+3% +$28.1K 0.28% 99
2024
Q4
$1.09M Sell
22,815
-728
-3% -$34.8K 0.3% 87
2024
Q3
$1.08M Buy
23,543
+761
+3% +$34.8K 0.29% 94
2024
Q2
$904K Buy
+22,782
New +$904K 0.25% 105