GA
GoalVest Advisory’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4K | Buy |
495
+484
| +4,400% | +$21.9K | 0.01% | 265 |
|
|
2025
Q1 | $464 | Buy |
+11
| New | +$464 | ﹤0.01% | 370 |
|
|
2024
Q2 | – | Sell |
-450
| Closed | -$20.1K | – | 413 |
|
|
2024
Q1 | $20.1K | Buy |
450
+103
| +30% | +$4.6K | 0.01% | 269 |
|
|
2023
Q4 | $15K | Buy |
347
+206
| +146% | +$8.92K | 0.01% | 232 |
|
|
2023
Q3 | $4.66K | Buy |
141
+140
| +14,000% | +$4.63K | ﹤0.01% | 350 |
|
|
2023
Q2 | $33 | Hold |
1
| – | – | ﹤0.01% | 363 |
|
|
2023
Q1 | $36 | Hold |
1
| – | – | ﹤0.01% | 254 |
|
|
2022
Q4 | $44 | Hold |
1
| – | – | ﹤0.01% | 247 |
|
|
2022
Q3 | $0 | Sell |
1
-8,258
| -100% | – | ﹤0.01% | 316 |
|
|
2022
Q2 | $384K | Sell |
8,259
-5,035
| -38% | -$234K | 0.24% | 99 |
|
|
2022
Q1 | $707K | Buy |
+13,294
| New | +$707K | 0.4% | 71 |
|
|
2021
Q2 | $269K | Buy |
4,715
+317
| +7% | +$18.1K | 0.17% | 113 |
|
|
2021
Q1 | $243K | Buy |
+4,398
| New | +$243K | 0.18% | 100 |
|