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