Excalibur Management’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 | $480K | Buy |
|
|||||
|
2025
Q1 | $436K | Hold |
|
|||||
|
2024
Q4 | $494K | Sell |
|
|||||
|
2024
Q3 | $476K | Buy |
|
|||||
|
2024
Q2 | $410K | Buy |
|
|||||
|
2024
Q1 | $443K | Sell |
|
|||||
|
2023
Q4 | $434K | Sell |
|
|||||
|
2023
Q3 | $334K | Buy |
|
|||||
|
2023
Q2 | $322K | Buy |
|
|||||
|
2023
Q1 | $350K | Buy |
|
|||||
|
2022
Q4 | $397K | Sell |
|
|||||
|
2022
Q3 | $380K | Hold |
|
|||||
|
2022
Q2 | $434K | Buy |
|
|||||
|
2022
Q1 | $500K | Sell |
|
|||||
|
2021
Q4 | $529K | Buy |
|
|||||
|
2021
Q3 | $468K | Buy |
|
|||||
|
2021
Q2 | $435K | Buy |
|
|||||
|
2021
Q1 | $417K | Sell |
|
|||||
|
2020
Q4 | $358K | Sell |
|
|||||
|
2020
Q3 | $293K | Hold |
|
|||||
|
2020
Q2 | $301K | Buy |
|
|||||
|
2020
Q1 | $278K | Buy |
|
|||||
|
2019
Q4 | $445K | Buy |
|
|||||
|
2019
Q3 | $286K | Hold |
|
|||||
|
2019
Q2 | $271K | Hold |
|
|||||
|
2019
Q1 | $249K | Hold |
|
|||||
|
2018
Q4 | $236K | Hold |
|
|||||
|
2018
Q3 | $273K | Hold |
|
|||||
|
2018
Q2 | $259K | Hold |
|
|||||
|
2018
Q1 | $261K | Hold |
|
|||||
|
2017
Q4 | $277K | Hold |
|
|||||
|
2017
Q3 | $277K | Hold |
|
|||||
|
2017
Q2 | $269K | Hold |
|
|||||
|
2017
Q1 | $267K | Sell |
|
|||||
|
2016
Q4 | $321K | Hold |
|
|||||
|
2016
Q3 | $268K | Hold |
|
|||||
|
2016
Q2 | $252K | Hold |
|
|||||
|
2016
Q1 | $254K | Hold |
|
|||||
|
2015
Q4 | $267K | Hold |
|
|||||
|
2015
Q3 | $256K | Hold |
|
|||||
|
2015
Q2 | $271K | Hold |
|
|||||
|
2015
Q1 | $273K | Hold |
|
|||||
|
2014
Q4 | $281K | Sell |
|
|||||
|
2014
Q3 | $262K | Hold |
|
|||||
|
2014
Q2 | $272K | Hold |
|
|||||
|
2014
Q1 | $269K | Hold |
|
|||||
|
2013
Q4 | $254K | Sell |
|
|||||
|
2013
Q3 | $234K | Hold |
|
|||||
|
2013
Q2 | $231K | Buy |
|