Koss-Olinger Consulting’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 | $234K | Sell |
5,167
-819
| -14% | -$37.1K | 0.02% | 290 |
|
2025
Q1 | $253K | Sell |
5,986
-37,676
| -86% | -$1.59M | 0.02% | 271 |
|
2024
Q4 | $2.09M | Sell |
43,662
-11,624
| -21% | -$556K | 0.18% | 65 |
|
2024
Q3 | $2.53M | Sell |
55,286
-3,860
| -7% | -$177K | 0.22% | 58 |
|
2024
Q2 | $2.35M | Buy |
+59,146
| New | +$2.35M | 0.22% | 57 |
|
2024
Q1 | – | Sell |
-42,593
| Closed | -$1.84M | – | 296 |
|
2023
Q4 | $1.84M | Buy |
42,593
+29,206
| +218% | +$1.26M | 0.18% | 59 |
|
2023
Q3 | $443K | Buy |
+13,387
| New | +$443K | 0.07% | 138 |
|