L.J. Altfest & Co’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 | $825K | Buy |
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|
2025
Q2 | $773K | Buy |
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|
2025
Q1 | $688K | Sell |
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|
2024
Q4 | $784K | Buy |
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|
2024
Q3 | $739K | Buy |
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|
2024
Q2 | $619K | Buy |
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|
2024
Q1 | $695K | Hold |
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|
2023
Q4 | $672K | Hold |
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|
2023
Q3 | $514K | Hold |
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|
2023
Q2 | $513K | Buy |
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|
2023
Q1 | $560K | Sell |
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|
2022
Q4 | $684K | Buy |
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|
2022
Q3 | $626K | Hold |
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|
2022
Q2 | $715K | Hold |
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|
2022
Q1 | $825K | Sell |
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|
2021
Q4 | $875K | Buy |
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|
2021
Q3 | $923K | Hold |
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|
2021
Q2 | $885K | Hold |
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|
2021
Q1 | $859K | Hold |
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|
2020
Q4 | $724K | Hold |
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|
2020
Q3 | $557K | Hold |
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|
2020
Q2 | $572K | Sell |
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|
2020
Q1 | $589K | Hold |
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|
2019
Q4 | $1.01M | Hold |
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|
2019
Q3 | $947K | Hold |
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|
2019
Q2 | $896K | Buy |
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|
2019
Q1 | $810K | Hold |
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|
2018
Q4 | $768K | Hold |
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|
2018
Q3 | $888K | Hold |
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|
2018
Q2 | $841K | Hold |
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|
2018
Q1 | $849K | Hold |
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|
2017
Q4 | $900K | Buy |
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|
2017
Q3 | $816K | Hold |
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|
2017
Q2 | $791K | Hold |
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|
2017
Q1 | $784K | Hold |
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|
2016
Q4 | $782K | Hold |
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|
2016
Q3 | $653K | Hold |
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|
2016
Q2 | $614K | Hold |
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|
2016
Q1 | $618K | Hold |
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|
2015
Q4 | $650K | Hold |
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|
2015
Q3 | $625K | Sell |
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|
2015
Q2 | $680K | Buy |
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|
2015
Q1 | $683K | Hold |
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|
2014
Q4 | $703K | Hold |
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|
2014
Q3 | $652K | Sell |
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|
2014
Q2 | $735K | Buy |
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|
2014
Q1 | $617K | Hold |
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|
2013
Q4 | $615K | Buy |
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