LifePlan Financial’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 | $1.52M | Buy |
33,559
+1,819
| +6% | +$82.3K | 1.26% | 23 |
|
|
2025
Q1 | $1.34M | Buy |
31,740
+1,040
| +3% | +$43.9K | 1.17% | 22 |
|
|
2024
Q4 | $1.47M | Buy |
30,700
+5,328
| +21% | +$255K | 1.3% | 22 |
|
|
2024
Q3 | $1.16M | Buy |
25,372
+6,291
| +33% | +$288K | 1% | 27 |
|
|
2024
Q2 | $757K | Sell |
19,081
-472
| -2% | -$18.7K | 0.7% | 44 |
|
|
2024
Q1 | $874K | Buy |
19,553
+3,670
| +23% | +$164K | 0.8% | 39 |
|
|
2023
Q4 | $687K | Buy |
+15,883
| New | +$687K | 0.69% | 45 |
|