Kathmere Capital 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 | $530K | Buy |
11,720
+3,370
| +40% | +$152K | 0.04% | 263 |
|
2025
Q1 | $353K | Sell |
8,350
-931
| -10% | -$39.3K | 0.03% | 295 |
|
2024
Q4 | $444K | Buy |
9,281
+618
| +7% | +$29.6K | 0.04% | 253 |
|
2024
Q3 | $396K | Buy |
8,663
+1,106
| +15% | +$50.6K | 0.04% | 242 |
|
2024
Q2 | $300K | Buy |
7,557
+147
| +2% | +$5.84K | 0.03% | 254 |
|
2024
Q1 | $331K | Buy |
7,410
+112
| +2% | +$5.01K | 0.04% | 216 |
|
2023
Q4 | $316K | Buy |
7,298
+39
| +0.5% | +$1.69K | 0.04% | 197 |
|
2023
Q3 | $240K | Buy |
+7,259
| New | +$240K | 0.04% | 222 |
|
2021
Q1 | – | Sell |
-853
| Closed | -$40K | – | 393 |
|
2020
Q4 | $40K | Hold |
853
| – | – | 0.01% | 251 |
|
2020
Q3 | $31K | Buy |
+853
| New | +$31K | 0.01% | 253 |
|