KFP
Keystone Financial Planning’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
228,836
-172
| -0.1% | -$7.78K | 3.13% | 4 |
|
|
2025
Q1 | $9.67M | Buy |
229,008
+156,394
| +215% | +$6.6M | 2.88% | 5 |
|
|
2024
Q4 | $3.47M | Buy |
72,614
+16,552
| +30% | +$792K | 1.08% | 22 |
|
|
2024
Q3 | $2.56M | Hold |
56,062
| – | – | 0.78% | 26 |
|
|
2024
Q2 | $2.23M | Sell |
56,062
-348
| -0.6% | -$13.8K | 0.74% | 27 |
|
|
2024
Q1 | $2.52M | Sell |
56,410
-3,766
| -6% | -$168K | 0.82% | 27 |
|
|
2023
Q4 | $2.6M | Hold |
60,176
| – | – | 0.86% | 28 |
|
|
2023
Q3 | $1.99M | Sell |
60,176
-304
| -0.5% | -$10.1K | 0.7% | 30 |
|
|
2023
Q2 | $2M | Buy |
60,480
+2,359
| +4% | +$77.9K | 0.67% | 31 |
|
|
2023
Q1 | $2.1M | Sell |
58,121
-1,051
| -2% | -$37.9K | 0.71% | 30 |
|
|
2022
Q4 | $2.58M | Sell |
59,172
-263
| -0.4% | -$11.5K | 0.87% | 29 |
|
|
2022
Q3 | $2.4M | Buy |
59,435
+2,000
| +3% | +$80.6K | 0.92% | 29 |
|
|
2022
Q2 | $2.64M | Sell |
57,435
-1,350
| -2% | -$62.1K | 0.93% | 29 |
|
|
2022
Q1 | $3.12M | Sell |
58,785
-365
| -0.6% | -$19.4K | 1.05% | 29 |
|
|
2021
Q4 | $3.32M | Sell |
59,150
-9,611
| -14% | -$540K | 1.13% | 28 |
|
|
2021
Q3 | $4.09M | Buy |
68,761
+822
| +1% | +$48.9K | 1.49% | 22 |
|
|
2021
Q2 | $3.87M | Sell |
67,939
-111,372
| -62% | -$6.34M | 1.4% | 21 |
|
|
2021
Q1 | $9.92M | Sell |
179,311
-1,092
| -0.6% | -$60.4K | 3.7% | 3 |
|
|
2020
Q4 | $8.41M | Sell |
180,403
-715
| -0.4% | -$33.3K | 3.49% | 5 |
|
|
2020
Q3 | $6.49M | Hold |
181,118
| – | – | 3.14% | 13 |
|
|
2020
Q2 | $6.67M | Buy |
181,118
+48,810
| +37% | +$1.8M | 3.29% | 14 |
|
|
2020
Q1 | $4.56M | Buy |
132,308
+88,842
| +204% | +$3.06M | 2.61% | 20 |
|
|
2019
Q4 | $2.58M | Buy |
43,466
+1
| +0% | +$59 | 1.15% | 35 |
|
|
2019
Q3 | $2.41M | Buy |
+43,465
| New | +$2.41M | 1.15% | 34 |
|