KMG Fiduciary Partners’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 | $3.54M | Buy |
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|
2025
Q2 | $3.22M | Buy |
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|
2025
Q1 | $2.86M | Buy |
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|
2024
Q4 | $3.05M | Buy |
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|
2024
Q3 | $2.72M | Buy |
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|
2024
Q2 | $2.27M | Buy |
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|
2024
Q1 | $2.45M | Buy |
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|
2023
Q4 | $2.34M | Buy |
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|
2023
Q3 | $1.6M | Buy |
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|
2023
Q2 | $1.49M | Sell |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $239K | Hold |
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|
2022
Q1 | $276K | Hold |
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|
2021
Q4 | $291K | Hold |
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|
2021
Q3 | $308K | Hold |
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|
2021
Q2 | $296K | Hold |
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|
2021
Q1 | $287K | Buy |
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|
2020
Q4 | $240K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $285K | Sell |
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|
2019
Q3 | $292K | Hold |
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|
2019
Q2 | $276K | Hold |
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|
2019
Q1 | $254K | Hold |
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|
2018
Q4 | $241K | Buy |
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