Greystone Financial Group’s US Bancorp USB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-114,263	Closed	-$5.11M	–	111
2024 Q1	$5.11M	Buy	114,263 +19,672	+21%	+$879K	1.02%	40
2023 Q4	$4.09M	Buy	+94,591	New	+$4.09M	0.95%	44
2023 Q1	–	Sell	-166,981	Closed	-$7.28M	–	102
2022 Q4	$7.28M	Buy	+166,981	New	+$7.28M	2.14%	29