GoalVest Advisory’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
Q3 | $23.9K | Hold |
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|
2025
Q2 | $22.4K | Buy |
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|
2025
Q1 | $464 | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $20.1K | Buy |
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|
2023
Q4 | $15K | Buy |
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|
2023
Q3 | $4.66K | Buy |
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|
2023
Q2 | $33 | Hold |
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|
2023
Q1 | $36 | Hold |
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|
2022
Q4 | $44 | Hold |
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|
2022
Q3 | $0 | Sell |
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|
2022
Q2 | $384K | Sell |
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|
2022
Q1 | $707K | Buy |
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|
2021
Q2 | $269K | Buy |
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|
2021
Q1 | $243K | Buy |
|