Lantz Financial’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 | $2.21M | Buy |
48,924
+487
| +1% | +$22K | 0.55% | 49 |
|
|
2025
Q1 | $2.05M | Sell |
48,437
-1,115
| -2% | -$47.1K | 0.56% | 49 |
|
|
2024
Q4 | $2.37M | Buy |
49,552
+513
| +1% | +$24.5K | 0.63% | 43 |
|
|
2024
Q3 | $2.24M | Buy |
49,039
+923
| +2% | +$42.2K | 0.61% | 47 |
|
|
2024
Q2 | $1.91M | Buy |
48,116
+2,179
| +5% | +$86.5K | 0.59% | 50 |
|
|
2024
Q1 | $2.05M | Buy |
45,937
+1,125
| +3% | +$50.3K | 0.66% | 47 |
|
|
2023
Q4 | $1.94M | Buy |
44,812
+4,753
| +12% | +$206K | 0.7% | 40 |
|
|
2023
Q3 | $1.32M | Buy |
40,059
+1,704
| +4% | +$56.3K | 0.53% | 57 |
|
|
2023
Q2 | $1.27M | Buy |
38,355
+415
| +1% | +$13.7K | 0.5% | 64 |
|
|
2023
Q1 | $1.37M | Buy |
37,940
+263
| +0.7% | +$9.48K | 0.57% | 56 |
|
|
2022
Q4 | $1.64M | Buy |
37,677
+2,163
| +6% | +$94.3K | 0.75% | 34 |
|
|
2022
Q3 | $1.43M | Buy |
35,514
+911
| +3% | +$36.7K | 0.75% | 38 |
|
|
2022
Q2 | $1.59M | Buy |
34,603
+219
| +0.6% | +$10.1K | 0.72% | 34 |
|
|
2022
Q1 | $1.83M | Buy |
34,384
+599
| +2% | +$31.8K | 0.74% | 32 |
|
|
2021
Q4 | $1.9M | Buy |
33,785
+810
| +2% | +$45.5K | 0.87% | 29 |
|
|
2021
Q3 | $1.96M | Buy |
32,975
+850
| +3% | +$50.5K | 1% | 18 |
|
|
2021
Q2 | $1.83M | Buy |
32,125
+80
| +0.2% | +$4.56K | 0.94% | 25 |
|
|
2021
Q1 | $1.77M | Buy |
32,045
+844
| +3% | +$46.7K | 1.01% | 24 |
|
|
2020
Q4 | $1.45M | Sell |
31,201
-619
| -2% | -$28.8K | 0.91% | 32 |
|
|
2020
Q3 | $1.14M | Buy |
31,820
+874
| +3% | +$31.3K | 0.77% | 42 |
|
|
2020
Q2 | $1.14M | Sell |
30,946
-1,614
| -5% | -$59.4K | 0.82% | 41 |
|
|
2020
Q1 | $1.12M | Buy |
32,560
+3,499
| +12% | +$121K | 0.88% | 39 |
|
|
2019
Q4 | $1.72M | Buy |
29,061
+246
| +0.9% | +$14.6K | 1.02% | 22 |
|
|
2019
Q3 | $1.52M | Buy |
28,815
+201
| +0.7% | +$10.6K | 1.03% | 22 |
|
|
2019
Q2 | $1.52M | Buy |
28,614
+593
| +2% | +$31.4K | 1.03% | 24 |
|
|
2019
Q1 | $1.35M | Buy |
+28,021
| New | +$1.35M | 0.98% | 31 |
|