Gallagher Fiduciary 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 | $429K | Buy |
9,479
+301
| +3% | +$13.6K | 0.02% | 197 |
|
|
2025
Q1 | $387K | Buy |
9,178
+62
| +0.7% | +$2.62K | 0.01% | 189 |
|
|
2024
Q4 | $436K | Buy |
9,116
+609
| +7% | +$29.1K | 0.09% | 163 |
|
|
2024
Q3 | $389K | Buy |
8,507
+872
| +11% | +$39.9K | 0.08% | 155 |
|
|
2024
Q2 | $303K | Buy |
7,635
+1,275
| +20% | +$50.6K | 0.07% | 157 |
|
|
2024
Q1 | $284K | Buy |
6,360
+185
| +3% | +$8.27K | 0.01% | 155 |
|
|
2023
Q4 | $267K | Sell |
6,175
-76
| -1% | -$3.29K | 0.01% | 154 |
|
|
2023
Q3 | $207K | Sell |
6,251
-512
| -8% | -$16.9K | 0.02% | 163 |
|
|
2023
Q2 | $223K | Sell |
6,763
-32
| -0.5% | -$1.06K | 0.02% | 195 |
|
|
2023
Q1 | $245K | Buy |
+6,795
| New | +$245K | 0.02% | 174 |
|