Laurie J. Hall Trustee’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 | $258K | Sell |
5,700
-2,705
| -32% | -$122K | 0.09% | 101 |
|
|
2025
Q1 | $355K | Hold |
8,405
| – | – | 0.13% | 91 |
|
|
2024
Q4 | $402K | Sell |
8,405
-365
| -4% | -$17.5K | 0.13% | 93 |
|
|
2024
Q3 | $401K | Hold |
8,770
| – | – | 0.13% | 97 |
|
|
2024
Q2 | $348K | Sell |
8,770
-300
| -3% | -$11.9K | 0.12% | 89 |
|
|
2024
Q1 | $405K | Hold |
9,070
| – | – | 0.14% | 85 |
|
|
2023
Q4 | $393K | Sell |
9,070
-615
| -6% | -$26.6K | 0.15% | 82 |
|
|
2023
Q3 | $320K | Sell |
9,685
-375
| -4% | -$12.4K | 0.14% | 82 |
|
|
2023
Q2 | $332K | Sell |
10,060
-300
| -3% | -$9.9K | 0.13% | 81 |
|
|
2023
Q1 | $374K | Hold |
10,360
| – | – | 0.16% | 78 |
|
|
2022
Q4 | $452K | Sell |
10,360
-495
| -5% | -$21.6K | 0.2% | 73 |
|
|
2022
Q3 | $438K | Hold |
10,855
| – | – | 0.22% | 72 |
|
|
2022
Q2 | $500K | Hold |
10,855
| – | – | 0.23% | 72 |
|
|
2022
Q1 | $577K | Sell |
10,855
-677
| -6% | -$36K | 0.22% | 74 |
|
|
2021
Q4 | $648K | Sell |
11,532
-150
| -1% | -$8.43K | 0.23% | 72 |
|
|
2021
Q3 | $694K | Sell |
11,682
-550
| -4% | -$32.7K | 0.27% | 69 |
|
|
2021
Q2 | $697K | Sell |
12,232
-23
| -0.2% | -$1.31K | 0.26% | 68 |
|
|
2021
Q1 | $679K | Sell |
12,255
-100
| -0.8% | -$5.54K | 0.26% | 70 |
|
|
2020
Q4 | $575K | Sell |
12,355
-500
| -4% | -$23.3K | 0.23% | 70 |
|
|
2020
Q3 | $462K | Buy |
+12,855
| New | +$462K | 0.21% | 75 |
|
|
2019
Q4 | $686K | Hold |
11,570
| – | – | 0.32% | 66 |
|
|
2019
Q3 | $640K | Hold |
11,570
| – | – | 0.33% | 63 |
|
|
2019
Q2 | $606K | Sell |
11,570
-250
| -2% | -$13.1K | 0.31% | 65 |
|
|
2019
Q1 | $570K | Buy |
11,820
+810
| +7% | +$39.1K | 0.3% | 64 |
|
|
2018
Q4 | $564K | Sell |
11,010
-7,340
| -40% | -$376K | 0.31% | 65 |
|
|
2018
Q3 | $970K | Hold |
18,350
| – | – | 0.51% | 52 |
|
|
2018
Q2 | $917K | Sell |
18,350
-200
| -1% | -$10K | 0.53% | 50 |
|
|
2018
Q1 | $937K | Hold |
18,550
| – | – | 0.57% | 48 |
|
|
2017
Q4 | $994K | Hold |
18,550
| – | – | 0.57% | 47 |
|
|
2017
Q3 | $994K | Hold |
18,550
| – | – | 0.62% | 44 |
|
|
2017
Q2 | $963K | Hold |
18,550
| – | – | 0.62% | 45 |
|
|
2017
Q1 | $947K | Sell |
18,550
-100
| -0.5% | -$5.1K | 0.6% | 47 |
|
|
2016
Q4 | $957K | Buy |
+18,650
| New | +$957K | 0.61% | 47 |
|
|
2016
Q2 | $783K | Hold |
19,430
| – | – | 0.51% | 47 |
|
|
2016
Q1 | $842K | Sell |
19,430
-395
| -2% | -$17.1K | 0.53% | 47 |
|
|
2015
Q4 | $797K | Sell |
19,825
-1,790
| -8% | -$72K | 0.57% | 42 |
|
|
2015
Q3 | $886K | Hold |
21,615
| – | – | 0.71% | 39 |
|
|
2015
Q2 | $938K | Hold |
21,615
| – | – | 0.68% | 39 |
|
|
2015
Q1 | $944K | Hold |
21,615
| – | – | 0.69% | 39 |
|
|
2014
Q4 | $972K | Hold |
21,615
| – | – | 0.69% | 38 |
|
|
2014
Q3 | $904K | Hold |
21,615
| – | – | 0.68% | 38 |
|
|
2014
Q2 | $936K | Buy |
21,615
+325
| +2% | +$14.1K | 0.7% | 39 |
|
|
2014
Q1 | $912K | Sell |
21,290
-1,860
| -8% | -$79.7K | 0.71% | 38 |
|
|
2013
Q4 | $935K | Hold |
23,150
| – | – | 0.72% | 38 |
|
|
2013
Q3 | $847K | Buy |
23,150
+50
| +0.2% | +$1.83K | 0.71% | 39 |
|
|
2013
Q2 | $835K | Buy |
+23,100
| New | +$835K | 0.74% | 39 |
|