Lakeside Advisors’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 | $4.5M | Sell |
99,363
-1,266
| -1% | -$57.3K | 2.9% | 7 |
|
|
2025
Q1 | $4.25M | Sell |
100,629
-723
| -0.7% | -$30.5K | 2.81% | 8 |
|
|
2024
Q4 | $4.85M | Sell |
101,352
-2,621
| -3% | -$125K | 3.21% | 6 |
|
|
2024
Q3 | $4.75M | Sell |
103,973
-826
| -0.8% | -$37.8K | 2.99% | 7 |
|
|
2024
Q2 | $4.16M | Sell |
104,799
-3,537
| -3% | -$140K | 2.7% | 9 |
|
|
2024
Q1 | $4.84M | Sell |
108,336
-1,177
| -1% | -$52.6K | 3.1% | 7 |
|
|
2023
Q4 | $4.74M | Sell |
109,513
-170
| -0.2% | -$7.36K | 3.29% | 6 |
|
|
2023
Q3 | $3.63M | Sell |
109,683
-1,773
| -2% | -$58.6K | 2.78% | 9 |
|
|
2023
Q2 | $3.68M | Sell |
111,456
-578
| -0.5% | -$19.1K | 2.71% | 10 |
|
|
2023
Q1 | $4.04M | Buy |
112,034
+814
| +0.7% | +$29.3K | 3.12% | 7 |
|
|
2022
Q4 | $4.85M | Sell |
111,220
-882
| -0.8% | -$38.5K | 3.98% | 6 |
|
|
2022
Q3 | $4.52M | Sell |
112,102
-539
| -0.5% | -$21.7K | 4.04% | 6 |
|
|
2022
Q2 | $5.18M | Sell |
112,641
-208
| -0.2% | -$9.57K | 4.41% | 5 |
|
|
2022
Q1 | $6M | Sell |
112,849
-1,294
| -1% | -$68.8K | 4.53% | 6 |
|
|
2021
Q4 | $6.41M | Buy |
+114,143
| New | +$6.41M | 4.73% | 5 |
|