LGT Financial Advisors’s US Bancorp USB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,755	Closed	-$213K	–	863
2024 Q1	$213K	Buy	4,755 +346	+8%	+$15.5K	0.25%	89
2023 Q4	$191K	Hold	4,409	–	–	0.23%	101
2023 Q3	$146K	Buy	+4,409	New	+$146K	0.19%	119