LCM
Liberty Capital Management’s US Bancorp USB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $252K | Sell |
5,565
-44
| -0.8% | -$1.99K | 0.05% | 152 |
|
2025
Q1 | $237K | Buy |
5,609
+44
| +0.8% | +$1.86K | 0.05% | 151 |
|
2024
Q4 | $266K | Hold |
5,565
| – | – | 0.06% | 138 |
|
2024
Q3 | $254K | Sell |
5,565
-225
| -4% | -$10.3K | 0.06% | 144 |
|
2024
Q2 | $230K | Sell |
5,790
-1,300
| -18% | -$51.6K | 0.05% | 144 |
|
2024
Q1 | $317K | Hold |
7,090
| – | – | 0.08% | 127 |
|
2023
Q4 | $307K | Sell |
7,090
-250
| -3% | -$10.8K | 0.08% | 124 |
|
2023
Q3 | $243K | Hold |
7,340
| – | – | 0.07% | 134 |
|
2023
Q2 | $243K | Sell |
7,340
-54,250
| -88% | -$1.79M | 0.07% | 133 |
|
2023
Q1 | $2.22M | Sell |
61,590
-159
| -0.3% | -$5.73K | 0.73% | 45 |
|
2022
Q4 | $2.69M | Buy |
61,749
+5,004
| +9% | +$218K | 0.93% | 35 |
|
2022
Q3 | $2.29M | Sell |
56,745
-1,283
| -2% | -$51.7K | 0.86% | 41 |
|
2022
Q2 | $2.67M | Buy |
58,028
+388
| +0.7% | +$17.9K | 0.95% | 34 |
|
2022
Q1 | $3.06M | Buy |
57,640
+233
| +0.4% | +$12.4K | 0.9% | 36 |
|
2021
Q4 | $3.23M | Sell |
57,407
-4,690
| -8% | -$263K | 0.87% | 37 |
|
2021
Q3 | $3.69M | Buy |
62,097
+23
| +0% | +$1.37K | 1.09% | 31 |
|
2021
Q2 | $3.54M | Buy |
62,074
+710
| +1% | +$40.4K | 1.08% | 33 |
|
2021
Q1 | $3.39M | Buy |
61,364
+1,016
| +2% | +$56.2K | 1.17% | 28 |
|
2020
Q4 | $2.81M | Buy |
+60,348
| New | +$2.81M | 1.02% | 33 |
|
2020
Q2 | $2.38M | Sell |
64,533
-2,035
| -3% | -$74.9K | 1.03% | 34 |
|
2020
Q1 | $2.29M | Buy |
66,568
+1,581
| +2% | +$54.5K | 1.2% | 31 |
|
2019
Q4 | $3.85M | Buy |
64,987
+1,322
| +2% | +$78.4K | 1.59% | 24 |
|
2019
Q3 | $3.52M | Buy |
63,665
+1,225
| +2% | +$67.8K | 1.55% | 25 |
|
2019
Q2 | $3.27M | Sell |
62,440
-280
| -0.4% | -$14.7K | 1.47% | 25 |
|
2019
Q1 | $3.02M | Buy |
62,720
+350
| +0.6% | +$16.9K | 1.52% | 24 |
|
2018
Q4 | $2.85M | Buy |
62,370
+1,152
| +2% | +$52.6K | 1.75% | 23 |
|
2018
Q3 | $3.23M | Buy |
61,218
+4
| +0% | +$211 | 1.69% | 23 |
|
2018
Q2 | $3.06M | Buy |
61,214
+1,599
| +3% | +$80K | 1.79% | 19 |
|
2018
Q1 | $3.01M | Buy |
59,615
+468
| +0.8% | +$23.6K | 1.82% | 18 |
|
2017
Q4 | $3.37M | Sell |
59,147
-330
| -0.6% | -$18.8K | 1.78% | 16 |
|
2017
Q3 | $3.22M | Buy |
59,477
+1,688
| +3% | +$91.3K | 1.76% | 15 |
|
2017
Q2 | $2.99M | Buy |
57,789
+45
| +0.1% | +$2.33K | 1.81% | 19 |
|
2017
Q1 | $2.97M | Sell |
57,744
-80
| -0.1% | -$4.12K | 1.79% | 16 |
|
2016
Q4 | $2.92M | Buy |
57,824
+2,285
| +4% | +$115K | 1.89% | 16 |
|
2016
Q3 | $2.38M | Sell |
55,539
-930
| -2% | -$39.9K | 1.55% | 22 |
|
2016
Q2 | $2.28M | Buy |
56,469
+737
| +1% | +$29.7K | 1.54% | 24 |
|
2016
Q1 | $2.26M | Buy |
55,732
+780
| +1% | +$31.7K | 1.7% | 19 |
|
2015
Q4 | $2.35M | Buy |
54,952
+3,975
| +8% | +$170K | 1.77% | 20 |
|
2015
Q3 | $2.09M | Sell |
50,977
-415
| -0.8% | -$17K | 1.65% | 22 |
|
2015
Q2 | $2.23M | Sell |
51,392
-875
| -2% | -$38K | 1.5% | 25 |
|
2015
Q1 | $2.28M | Buy |
52,267
+650
| +1% | +$28.4K | 1.52% | 24 |
|
2014
Q4 | $2.32M | Buy |
51,617
+72
| +0.1% | +$3.24K | 1.61% | 23 |
|
2014
Q3 | $2.16M | Sell |
51,545
-450
| -0.9% | -$18.8K | 1.56% | 25 |
|
2014
Q2 | $2.25M | Buy |
51,995
+360
| +0.7% | +$15.6K | 1.59% | 25 |
|
2014
Q1 | $2.21M | Sell |
51,635
-425
| -0.8% | -$18.2K | 1.63% | 22 |
|
2013
Q4 | $2.1M | Buy |
52,060
+1,240
| +2% | +$50.1K | 1.5% | 25 |
|
2013
Q3 | $1.86M | Buy |
50,820
+180
| +0.4% | +$6.58K | 1.47% | 26 |
|
2013
Q2 | $1.83M | Buy |
+50,640
| New | +$1.83M | 1.58% | 25 |
|