Kovitz Investment Group 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
Q2 | $3.69M | Buy |
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|
2025
Q1 | $3.26M | Buy |
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|
2024
Q4 | $3.45M | Buy |
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|
2024
Q3 | $2.27M | Sell |
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|
2024
Q2 | $3.23M | Buy |
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|
2024
Q1 | $3.19M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $205K | Sell |
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|
2022
Q2 | $666K | Sell |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $256K | Sell |
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|
2021
Q3 | $1.96M | Buy |
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|
2021
Q2 | $599K | Buy |
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|
2021
Q1 | $304K | Hold |
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|
2020
Q4 | $256K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $203K | Buy |
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