Heritage Oak Wealth Advisors’s US Bancorp USB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,424	Closed	-$212K	–	89
2024 Q4	$212K	Sell	4,424 -2,843	-39%	-$136K	0.1%	71
2024 Q3	$332K	Sell	7,267 -3,026	-29%	-$138K	0.15%	100
2024 Q2	$409K	Buy	+10,293	New	+$409K	0.21%	67