LKIM
Lawson Kroeker Investment Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
46,109
+249
| +0.5% | +$11.3K | 0.39% | 56 |
|
|
2025
Q1 | $1.94M | Buy |
45,860
+1,939
| +4% | +$81.9K | 0.36% | 57 |
|
|
2024
Q4 | $2.1M | Sell |
43,921
-501
| -1% | -$24K | 0.4% | 54 |
|
|
2024
Q3 | $2.03M | Sell |
44,422
-440
| -1% | -$20.1K | 0.37% | 53 |
|
|
2024
Q2 | $1.78M | Sell |
44,862
-238
| -0.5% | -$9.45K | 0.34% | 55 |
|
|
2024
Q1 | $2.02M | Sell |
45,100
-1,587
| -3% | -$70.9K | 0.38% | 54 |
|
|
2023
Q4 | $2.02M | Buy |
46,687
+143
| +0.3% | +$6.19K | 0.41% | 54 |
|
|
2023
Q3 | $1.54M | Sell |
46,544
-47
| -0.1% | -$1.55K | 0.34% | 59 |
|
|
2023
Q2 | $1.54M | Sell |
46,591
-1,074
| -2% | -$35.5K | 0.37% | 54 |
|
|
2023
Q1 | $1.72M | Buy |
+47,665
| New | +$1.72M | 0.39% | 59 |
|
|
2018
Q2 | – | Sell |
-5,369
| Closed | -$271K | – | 71 |
|
|
2018
Q1 | $271K | Buy |
5,369
+100
| +2% | +$5.05K | 0.09% | 65 |
|
|
2017
Q4 | $282K | Sell |
5,269
-7,532
| -59% | -$403K | 0.09% | 65 |
|
|
2017
Q3 | $686K | Hold |
12,801
| – | – | 0.22% | 54 |
|
|
2017
Q2 | $665K | Sell |
12,801
-13,315
| -51% | -$692K | 0.22% | 54 |
|
|
2017
Q1 | $1.35M | Sell |
26,116
-13,940
| -35% | -$718K | 0.46% | 44 |
|
|
2016
Q4 | $2.06M | Sell |
40,056
-10
| -0% | -$514 | 0.71% | 38 |
|
|
2016
Q3 | $1.72M | Sell |
40,066
-10
| -0% | -$429 | 0.55% | 42 |
|
|
2016
Q2 | $1.62M | Buy |
40,076
+2,010
| +5% | +$81.1K | 0.54% | 43 |
|
|
2016
Q1 | $1.55M | Buy |
38,066
+3,030
| +9% | +$123K | 0.53% | 42 |
|
|
2015
Q4 | $1.5M | Buy |
35,036
+480
| +1% | +$20.5K | 0.52% | 42 |
|
|
2015
Q3 | $1.42M | Buy |
34,556
+625
| +2% | +$25.6K | 0.48% | 43 |
|
|
2015
Q2 | $1.47M | Buy |
33,931
+9,285
| +38% | +$403K | 0.44% | 46 |
|
|
2015
Q1 | $1.08M | Buy |
24,646
+15,150
| +160% | +$661K | 0.31% | 49 |
|
|
2014
Q4 | $427K | Hold |
9,496
| – | – | 0.13% | 63 |
|
|
2014
Q3 | $397K | Hold |
9,496
| – | – | 0.12% | 64 |
|
|
2014
Q2 | $411K | Hold |
9,496
| – | – | 0.12% | 63 |
|
|
2014
Q1 | $407K | Hold |
9,496
| – | – | 0.13% | 65 |
|
|
2013
Q4 | $384K | Sell |
9,496
-4,000
| -30% | -$162K | 0.12% | 64 |
|
|
2013
Q3 | $494K | Hold |
13,496
| – | – | 0.16% | 62 |
|
|
2013
Q2 | $488K | Buy |
+13,496
| New | +$488K | 0.17% | 60 |
|