Hartford Financial Management’s US Bancorp USB Stock Holding History

Hartford Financial Management’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$90.5K	Sell	2,000 -31,000	-94%	-$1.4M	0.02%	164
2025 Q1	$1.39M	Hold	33,000	–	–	0.29%	93
2024 Q4	$1.58M	Sell	33,000 -700	-2%	-$33.5K	0.32%	89
2024 Q3	$1.54M	Hold	33,700	–	–	0.32%	90
2024 Q2	$1.34M	Hold	33,700	–	–	0.29%	97
2024 Q1	$1.51M	Hold	33,700	–	–	0.32%	90
2023 Q4	$1.46M	Hold	33,700	–	–	0.33%	90
2023 Q3	$1.11M	Sell	33,700 -1,000	-3%	-$33.1K	0.28%	103
2023 Q2	$1.15M	Hold	34,700	–	–	0.28%	102
2023 Q1	$1.25M	Sell	34,700 -123	-0.4%	-$4.43K	0.32%	98
2022 Q4	$1.52M	Hold	34,823	–	–	0.4%	83
2022 Q3	$1.4M	Hold	34,823	–	–	0.41%	82
2022 Q2	$1.6M	Hold	34,823	–	–	0.44%	78
2022 Q1	$1.85M	Hold	34,823	–	–	0.45%	82
2021 Q4	$1.96M	Sell	34,823 -97	-0.3%	-$5.45K	0.45%	80
2021 Q3	$2.08M	Buy	34,920 +97	+0.3%	+$5.77K	0.53%	73
2021 Q2	$1.98M	Hold	34,823	–	–	0.49%	76
2021 Q1	$1.93M	Hold	34,823	–	–	0.48%	75
2020 Q4	$1.62M	Hold	34,823	–	–	0.43%	80
2020 Q3	$1.25M	Sell	34,823 -177	-0.5%	-$6.34K	0.37%	85
2020 Q2	$1.29M	Hold	35,000	–	–	0.41%	84
2020 Q1	$1.21M	Hold	35,000	–	–	0.48%	69
2019 Q4	$2.08M	Hold	35,000	–	–	0.65%	54
2019 Q3	$1.94M	Hold	35,000	–	–	0.65%	55
2019 Q2	$1.83M	Hold	35,000	–	–	0.61%	58
2019 Q1	$1.69M	Hold	35,000	–	–	0.58%	64
2018 Q4	$1.6M	Hold	35,000	–	–	0.61%	59
2018 Q3	$1.85M	Hold	35,000	–	–	0.63%	57
2018 Q2	$1.75M	Buy	35,000 +31,000	+775%	+$1.55M	0.62%	54
2018 Q1	$202K	Hold	4,000	–	–	0.1%	127
2017 Q4	$214K	Hold	4,000	–	–	0.11%	129
2017 Q3	$214K	Hold	4,000	–	–	0.11%	124
2017 Q2	$207K	Hold	4,000	–	–	0.09%	133
2017 Q1	$206K	Hold	4,000	–	–	0.12%	118
2016 Q4	$205K	Hold	4,000	–	–	0.12%	116
2016 Q3	$171K	Sell	4,000 -1,000	-20%	-$42.8K	0.1%	124
2016 Q2	$201K	Hold	5,000	–	–	0.12%	112
2016 Q1	$202K	Hold	5,000	–	–	0.13%	111
2015 Q4	$213K	Hold	5,000	–	–	0.13%	104
2015 Q3	$205K	Hold	5,000	–	–	0.14%	101
2015 Q2	$217K	Hold	5,000	–	–	0.13%	104
2015 Q1	$218K	Hold	5,000	–	–	0.13%	102
2014 Q4	$224K	Hold	5,000	–	–	0.14%	101
2014 Q3	$209K	Hold	5,000	–	–	0.13%	111
2014 Q2	$216K	Hold	5,000	–	–	0.13%	106
2014 Q1	$214K	Hold	5,000	–	–	0.14%	106
2013 Q4	$202K	Hold	5,000	–	–	0.13%	108
2013 Q3	$182K	Hold	5,000	–	–	0.13%	109
2013 Q2	$181K	Buy	+5,000	New	+$181K	0.13%	109