LifeSteps 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 | $2.3M | Sell |
50,756
-615
| -1% | -$27.8K | 1.58% | 15 |
|
|
2025
Q1 | $2.17M | Sell |
51,371
-46
| -0.1% | -$1.94K | 1.76% | 14 |
|
|
2024
Q4 | $2.46M | Buy |
51,417
+600
| +1% | +$28.7K | 1.89% | 12 |
|
|
2024
Q3 | $2.32M | Hold |
50,817
| – | – | 1.82% | 12 |
|
|
2024
Q2 | $2.02M | Hold |
50,817
| – | – | 1.67% | 12 |
|
|
2024
Q1 | $2.27M | Hold |
50,817
| – | – | 1.71% | 13 |
|
|
2023
Q4 | $2.2M | Hold |
50,817
| – | – | 1.95% | 13 |
|
|
2023
Q3 | $1.68M | Hold |
50,817
| – | – | 1.71% | 14 |
|
|
2023
Q2 | $1.68M | Buy |
50,817
+250
| +0.5% | +$8.26K | 1.66% | 14 |
|
|
2023
Q1 | $1.82M | Sell |
50,567
-250
| -0.5% | -$9.01K | 1.93% | 13 |
|
|
2022
Q4 | $2.22M | Buy |
50,817
+200
| +0.4% | +$8.72K | 2.31% | 10 |
|
|
2022
Q3 | $2.04M | Buy |
50,617
+1,000
| +2% | +$40.3K | 2.3% | 10 |
|
|
2022
Q2 | $2.28M | Hold |
49,617
| – | – | 2.38% | 11 |
|
|
2022
Q1 | $2.64M | Hold |
49,617
| – | – | 1.95% | 14 |
|
|
2021
Q4 | $2.79M | Hold |
49,617
| – | – | 1.97% | 12 |
|
|
2021
Q3 | $2.95M | Hold |
49,617
| – | – | 2.26% | 12 |
|
|
2021
Q2 | $2.83M | Hold |
49,617
| – | – | 2.17% | 13 |
|
|
2021
Q1 | $2.74M | Hold |
49,617
| – | – | 2.29% | 11 |
|
|
2020
Q4 | $2.31M | Sell |
49,617
-35
| -0.1% | -$1.63K | 2.12% | 12 |
|
|
2020
Q3 | $1.78M | Hold |
49,652
| – | – | 1.88% | 13 |
|
|
2020
Q2 | $1.83M | Hold |
49,652
| – | – | 2.11% | 11 |
|
|
2020
Q1 | $1.71M | Sell |
49,652
-200
| -0.4% | -$6.89K | 1.97% | 17 |
|
|
2019
Q4 | $2.96M | Buy |
+49,852
| New | +$2.96M | 2.79% | 8 |
|