LBMC Investment 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 | $361K | Buy |
7,984
+34
| +0.4% | +$1.54K | 0.03% | 155 |
|
|
2025
Q1 | $336K | Buy |
7,950
+25
| +0.3% | +$1.06K | 0.03% | 149 |
|
|
2024
Q4 | $379K | Buy |
7,925
+27
| +0.3% | +$1.29K | 0.03% | 136 |
|
|
2024
Q3 | $361K | Buy |
7,898
+29
| +0.4% | +$1.33K | 0.03% | 135 |
|
|
2024
Q2 | $312K | Buy |
7,869
+29
| +0.4% | +$1.15K | 0.03% | 142 |
|
|
2024
Q1 | $350K | Buy |
7,840
+319
| +4% | +$14.3K | 0.03% | 127 |
|
|
2023
Q4 | $326K | Buy |
7,521
+35
| +0.5% | +$1.52K | 0.03% | 118 |
|
|
2023
Q3 | $235K | Buy |
7,486
+32
| +0.4% | +$1K | 0.03% | 133 |
|
|
2023
Q2 | $246K | Buy |
7,454
+31
| +0.4% | +$1.02K | 0.02% | 138 |
|
|
2023
Q1 | $268K | Buy |
7,423
+23
| +0.3% | +$829 | 0.03% | 134 |
|
|
2022
Q4 | $323K | Buy |
7,400
+27
| +0.4% | +$1.18K | 0.03% | 113 |
|
|
2022
Q3 | $297K | Buy |
7,373
+23
| +0.3% | +$926 | 0.03% | 114 |
|
|
2022
Q2 | $338K | Buy |
7,350
+21
| +0.3% | +$966 | 0.04% | 103 |
|
|
2022
Q1 | $390K | Buy |
7,329
+16
| +0.2% | +$851 | 0.03% | 103 |
|
|
2021
Q4 | $411K | Sell |
7,313
-14,801
| -67% | -$832K | 0.04% | 110 |
|
|
2021
Q3 | $434 | Buy |
22,114
+14,834
| +204% | +$291 | 0.04% | 99 |
|
|
2021
Q2 | $415K | Buy |
7,280
+16
| +0.2% | +$912 | 0.04% | 101 |
|
|
2021
Q1 | $402K | Sell |
7,264
-22
| -0.3% | -$1.22K | 0.04% | 93 |
|
|
2020
Q4 | $339K | Buy |
7,286
+63
| +0.9% | +$2.93K | 0.04% | 93 |
|
|
2020
Q3 | $259K | Buy |
7,223
+24
| +0.3% | +$861 | 0.04% | 96 |
|
|
2020
Q2 | $265K | Sell |
7,199
-22
| -0.3% | -$810 | 0.04% | 81 |
|
|
2020
Q1 | $249K | Buy |
7,221
+16
| +0.2% | +$552 | 0.05% | 77 |
|
|
2019
Q4 | $427K | Buy |
7,205
+16
| +0.2% | +$948 | 0.06% | 63 |
|
|
2019
Q3 | $398K | Buy |
7,189
+14
| +0.2% | +$775 | 0.06% | 61 |
|
|
2019
Q2 | $376K | Buy |
7,175
+60
| +0.8% | +$3.14K | 0.06% | 64 |
|
|
2019
Q1 | $343K | Sell |
7,115
-74
| -1% | -$3.57K | 0.05% | 68 |
|
|
2018
Q4 | $329K | Buy |
7,189
+103
| +1% | +$4.71K | 0.06% | 66 |
|
|
2018
Q3 | $374K | Sell |
7,086
-747
| -10% | -$39.4K | 0.06% | 72 |
|
|
2018
Q2 | $392K | Buy |
+7,833
| New | +$392K | 0.06% | 69 |
|