Legacy Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.4M | Sell |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.48M | Sell |
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|
2023
Q4 | $2.22M | Sell |
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|
2023
Q3 | $2.51M | Buy |
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|
2023
Q2 | $2.43M | Buy |
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|
2023
Q1 | $2.59M | Buy |
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|
2022
Q4 | $2.9M | Buy |
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|
2022
Q3 | $2.33M | Buy |
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|
2022
Q2 | $2.52M | Buy |
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|
2022
Q1 | $2.56M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $150K | Buy |
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|
2019
Q1 | $107K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $91K | Hold |
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|
2018
Q2 | $86K | Hold |
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|
2018
Q1 | $88K | Buy |
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|
2017
Q4 | $81K | Hold |
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|
2017
Q3 | $81K | Hold |
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|
2017
Q2 | $79K | Hold |
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|
2017
Q1 | $78K | Hold |
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|
2016
Q4 | $78K | Buy |
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