Keystone Financial Planning’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
Q3 | $11M | Sell |
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|
2025
Q2 | $10.4M | Sell |
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|
2025
Q1 | $9.67M | Buy |
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|
2024
Q4 | $3.47M | Buy |
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|
2024
Q3 | $2.56M | Hold |
|
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|
2024
Q2 | $2.23M | Sell |
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|
2024
Q1 | $2.52M | Sell |
|
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|
2023
Q4 | $2.6M | Hold |
|
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|
2023
Q3 | $1.99M | Sell |
|
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|
2023
Q2 | $2M | Buy |
|
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|
2023
Q1 | $2.1M | Sell |
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|
2022
Q4 | $2.58M | Sell |
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|
2022
Q3 | $2.4M | Buy |
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|
2022
Q2 | $2.64M | Sell |
|
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|
2022
Q1 | $3.12M | Sell |
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|
2021
Q4 | $3.32M | Sell |
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|
2021
Q3 | $4.09M | Buy |
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|
2021
Q2 | $3.87M | Sell |
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|
2021
Q1 | $9.92M | Sell |
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|
2020
Q4 | $8.4M | Sell |
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|
2020
Q3 | $6.49M | Hold |
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|
2020
Q2 | $6.67M | Buy |
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|
2020
Q1 | $4.56M | Buy |
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|
2019
Q4 | $2.58M | Buy |
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|
2019
Q3 | $2.4M | Buy |
|