Hardy Reed’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
Q1 | – | Sell |
-5,964
| Closed | -$285K | – | 254 |
|
|
2024
Q4 | $285K | Sell |
5,964
-560
| -9% | -$27.5K | 0.03% | 195 |
|
|
2024
Q3 | $298K | Sell |
6,524
-324
| -5% | -$14.2K | 0.03% | 190 |
|
|
2024
Q2 | $272K | Buy |
6,848
+250
| +4% | +$10.2K | 0.03% | 197 |
|
|
2024
Q1 | $295K | Sell |
6,598
-150
| -2% | -$6.33K | 0.04% | 90 |
|
|
2023
Q4 | $292K | Sell |
6,748
-113
| -2% | -$4.13K | 0.04% | 93 |
|
|
2023
Q3 | $227K | Sell |
6,861
-76
| -1% | -$2.77K | 0.04% | 95 |
|
|
2023
Q2 | $229K | Sell |
6,937
-130
| -2% | -$4.2K | 0.04% | 89 |
|
|
2023
Q1 | $255K | Sell |
7,067
-407
| -5% | -$18.1K | 0.04% | 89 |
|
|
2022
Q4 | $326K | Sell |
7,474
-159
| -2% | -$6.8K | 0.06% | 76 |
|
|
2022
Q3 | $308K | Sell |
7,633
-133
| -2% | -$6.15K | 0.07% | 64 |
|
|
2022
Q2 | $357K | Buy |
7,766
+192
| +3% | +$9.59K | 0.08% | 57 |
|
|
2022
Q1 | $403K | Hold |
7,574
| – | – | 0.08% | 53 |
|
|
2021
Q4 | $425K | Hold |
7,574
| – | – | 0.07% | 62 |
|
|
2021
Q3 | $450K | Sell |
7,574
-369
| -5% | -$21K | 0.08% | 60 |
|
|
2021
Q2 | $453K | Sell |
7,943
-25
| -0.3% | -$1.47K | 0.08% | 58 |
|
|
2021
Q1 | $441K | Sell |
7,968
-30
| -0.4% | -$1.5K | 0.08% | 55 |
|
|
2020
Q4 | $373K | Hold |
7,998
| – | – | 0.08% | 63 |
|
|
2020
Q3 | $287K | Buy |
7,998
+605
| +8% | +$22.1K | 0.07% | 66 |
|
|
2020
Q2 | $272K | Hold |
7,393
| – | – | 0.1% | 60 |
|
|
2020
Q1 | $255K | Buy |
7,393
+59
| +0.8% | +$2.84K | 0.12% | 50 |
|
|
2019
Q4 | $435K | Sell |
7,334
-700
| -9% | -$40.5K | 0.16% | 41 |
|
|
2019
Q3 | $445K | Hold |
8,034
| – | – | 0.18% | 40 |
|
|
2019
Q2 | $421K | Sell |
8,034
-75
| -0.9% | -$3.86K | 0.17% | 40 |
|
|
2019
Q1 | $391K | Sell |
8,109
-75
| -0.9% | -$3.76K | 0.14% | 41 |
|
|
2018
Q4 | $374K | Buy |
+8,184
| New | +$421K | 0.15% | 42 |
|
Other funds holding USB
MB
