Glass Jacobson Investment 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 | $1.36K | Hold |
30
| – | – | ﹤0.01% | 518 |
|
|
2025
Q1 | $1.44K | Hold |
30
| – | – | ﹤0.01% | 776 |
|
|
2024
Q4 | $1.44K | Buy |
+30
| New | +$1.44K | ﹤0.01% | 776 |
|
|
2023
Q4 | – | Sell |
-331
| Closed | -$10.9K | – | 825 |
|
|
2023
Q3 | $10.9K | Buy |
331
+8
| +2% | +$264 | 0.01% | 492 |
|
|
2023
Q2 | $10.7K | Buy |
+323
| New | +$10.7K | ﹤0.01% | 491 |
|
|
2022
Q4 | $350K | Buy |
+8,033
| New | +$350K | 0.17% | 153 |
|