LFA
Legacy Financial Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
31,008
-502
| -2% | -$22.7K | 0.22% | 75 |
|
|
2025
Q1 | $1.33M | Sell |
31,510
-588
| -2% | -$24.8K | 0.22% | 78 |
|
|
2024
Q4 | $1.54M | Buy |
32,098
+97
| +0.3% | +$4.64K | 0.25% | 66 |
|
|
2024
Q3 | $1.46M | Sell |
32,001
-434
| -1% | -$19.8K | 0.25% | 70 |
|
|
2024
Q2 | $1.29M | Sell |
32,435
-1,275
| -4% | -$50.6K | 0.23% | 69 |
|
|
2024
Q1 | $1.51M | Buy |
33,710
+67
| +0.2% | +$3K | 0.27% | 66 |
|
|
2023
Q4 | $1.46M | Sell |
33,643
-17,823
| -35% | -$771K | 0.28% | 58 |
|
|
2023
Q3 | $1.7M | Buy |
51,466
+1,272
| +3% | +$42.1K | 0.34% | 41 |
|
|
2023
Q2 | $1.66M | Buy |
50,194
+1,160
| +2% | +$38.3K | 0.31% | 41 |
|
|
2023
Q1 | $1.77M | Sell |
49,034
-990
| -2% | -$35.7K | 0.36% | 32 |
|
|
2022
Q4 | $2.18M | Buy |
50,024
+4,336
| +9% | +$189K | 0.47% | 23 |
|
|
2022
Q3 | $1.84M | Buy |
45,688
+1,278
| +3% | +$51.5K | 0.44% | 29 |
|
|
2022
Q2 | $2.04M | Sell |
44,410
-744
| -2% | -$34.2K | 0.51% | 20 |
|
|
2022
Q1 | $2.4M | Buy |
45,154
+9
| +0% | +$478 | 0.54% | 19 |
|
|
2021
Q4 | $2.54M | Buy |
45,145
+390
| +0.9% | +$21.9K | 0.58% | 19 |
|
|
2021
Q3 | $2.66M | Buy |
44,755
+1,199
| +3% | +$71.3K | 0.65% | 15 |
|
|
2021
Q2 | $2.48M | Sell |
43,556
-479
| -1% | -$27.3K | 0.63% | 15 |
|
|
2021
Q1 | $2.44M | Buy |
44,035
+1,922
| +5% | +$106K | 0.67% | 14 |
|
|
2020
Q4 | $1.96M | Sell |
42,113
-14,189
| -25% | -$661K | 0.55% | 17 |
|
|
2020
Q3 | $2.02M | Buy |
56,302
+3,331
| +6% | +$119K | 0.62% | 16 |
|
|
2020
Q2 | $1.95M | Buy |
52,971
+1,422
| +3% | +$52.3K | 0.7% | 17 |
|
|
2020
Q1 | $1.88M | Buy |
51,549
+1,366
| +3% | +$49.9K | 0.7% | 17 |
|
|
2019
Q4 | $2.98M | Sell |
50,183
-25
| -0% | -$1.48K | 0.94% | 11 |
|
|
2019
Q3 | $2.78M | Buy |
50,208
+12
| +0% | +$664 | 0.92% | 10 |
|
|
2019
Q2 | $2.63M | Buy |
50,196
+518
| +1% | +$27.1K | 0.93% | 9 |
|
|
2019
Q1 | $2.39M | Buy |
49,678
+362
| +0.7% | +$17.4K | 0.81% | 10 |
|
|
2018
Q4 | $2.25M | Buy |
49,316
+243
| +0.5% | +$11.1K | 0.87% | 11 |
|
|
2018
Q3 | $2.59M | Sell |
49,073
-2,868
| -6% | -$151K | 0.94% | 12 |
|
|
2018
Q2 | $2.64M | Sell |
51,941
-748
| -1% | -$38.1K | 1% | 11 |
|
|
2018
Q1 | $2.69M | Sell |
52,689
-379
| -0.7% | -$19.4K | 1.07% | 11 |
|
|
2017
Q4 | $2.84M | Buy |
+53,068
| New | +$2.84M | 1.17% | 10 |
|