Forum Financial 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 | $1.16M | Buy |
25,724
+643
| +3% | +$29.1K | 0.02% | 190 |
|
|
2025
Q1 | $1.06M | Buy |
25,081
+239
| +1% | +$10.1K | 0.02% | 195 |
|
|
2024
Q4 | $1.19M | Buy |
24,842
+12,479
| +101% | +$597K | 0.02% | 182 |
|
|
2024
Q3 | $565K | Buy |
12,363
+1,770
| +17% | +$80.9K | 0.01% | 294 |
|
|
2024
Q2 | $421K | Buy |
10,593
+18
| +0.2% | +$715 | 0.01% | 358 |
|
|
2024
Q1 | $473K | Sell |
10,575
-556
| -5% | -$24.9K | 0.01% | 342 |
|
|
2023
Q4 | $482K | Sell |
11,131
-6,772
| -38% | -$293K | 0.01% | 298 |
|
|
2023
Q3 | $592K | Buy |
17,903
+139
| +0.8% | +$4.6K | 0.01% | 240 |
|
|
2023
Q2 | $587K | Sell |
17,764
-1,068
| -6% | -$35.3K | 0.01% | 258 |
|
|
2023
Q1 | $679K | Sell |
18,832
-639
| -3% | -$23K | 0.02% | 200 |
|
|
2022
Q4 | $849K | Buy |
19,471
+1,230
| +7% | +$53.6K | 0.03% | 156 |
|
|
2022
Q3 | $735K | Buy |
18,241
+6,336
| +53% | +$255K | 0.04% | 152 |
|
|
2022
Q2 | $548K | Sell |
11,905
-7,552
| -39% | -$348K | 0.03% | 211 |
|
|
2022
Q1 | $1.03M | Buy |
19,457
+4,186
| +27% | +$222K | 0.05% | 122 |
|
|
2021
Q4 | $858K | Buy |
+15,271
| New | +$858K | 0.04% | 148 |
|