Hoxton Planning & Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
6,787
+14
| +0.2% | +$634 | 0.11% | 150 |
|
|
2025
Q1 | $286K | Sell |
6,773
-95
| -1% | -$4.01K | 0.11% | 155 |
|
|
2024
Q4 | $328K | Buy |
6,868
+271
| +4% | +$13K | 0.13% | 143 |
|
|
2024
Q3 | $302K | Buy |
6,597
+333
| +5% | +$15.2K | 0.12% | 153 |
|
|
2024
Q2 | $249K | Buy |
6,264
+36
| +0.6% | +$1.43K | 0.12% | 132 |
|
|
2024
Q1 | $278K | Buy |
6,228
+306
| +5% | +$13.7K | 0.13% | 122 |
|
|
2023
Q4 | $256K | Sell |
5,922
-941
| -14% | -$40.7K | 0.14% | 120 |
|
|
2023
Q3 | $227K | Buy |
6,863
+53
| +0.8% | +$1.75K | 0.15% | 124 |
|
|
2023
Q2 | $225K | Buy |
+6,810
| New | +$225K | 0.14% | 129 |
|
|
2023
Q1 | – | Sell |
-4,855
| Closed | -$212K | – | 174 |
|
|
2022
Q4 | $212K | Buy |
+4,855
| New | +$212K | 0.11% | 147 |
|