Everhart Financial Group’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
Q2 | $493K | Sell |
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|
2025
Q1 | $464K | Buy |
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|
2024
Q4 | $510K | Buy |
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|
2024
Q3 | $484K | Buy |
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|
2024
Q2 | $420K | Buy |
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|
2024
Q1 | $464K | Sell |
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|
2023
Q4 | $462K | Buy |
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|
2023
Q3 | $244K | Buy |
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|
2023
Q2 | $243K | Sell |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | $275K | Sell |
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|
2022
Q3 | $299K | Sell |
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|
2022
Q2 | $367K | Buy |
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|
2022
Q1 | $228K | Sell |
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|
2021
Q4 | $246K | Sell |
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|
2021
Q3 | $464K | Buy |
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|
2021
Q2 | $252K | Sell |
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|
2021
Q1 | $362K | Sell |
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|
2020
Q4 | $319K | Buy |
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