LifeSteps Financial’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.45M | Sell |
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|
2025
Q2 | $2.3M | Sell |
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|
2025
Q1 | $2.17M | Sell |
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|
2024
Q4 | $2.46M | Buy |
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|
2024
Q3 | $2.32M | Hold |
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|
2024
Q2 | $2.02M | Hold |
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|
2024
Q1 | $2.27M | Hold |
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|
2023
Q4 | $2.2M | Hold |
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|
2023
Q3 | $1.68M | Hold |
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|
2023
Q2 | $1.68M | Buy |
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|
2023
Q1 | $1.82M | Sell |
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|
2022
Q4 | $2.22M | Buy |
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|
2022
Q3 | $2.04M | Buy |
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|
2022
Q2 | $2.28M | Hold |
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|
2022
Q1 | $2.64M | Hold |
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|
2021
Q4 | $2.79M | Hold |
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|
2021
Q3 | $2.95M | Hold |
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|
2021
Q2 | $2.83M | Hold |
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|
2021
Q1 | $2.74M | Hold |
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|
2020
Q4 | $2.31M | Sell |
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|
2020
Q3 | $1.78M | Hold |
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|
2020
Q2 | $1.83M | Hold |
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|
2020
Q1 | $1.71M | Sell |
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|
2019
Q4 | $2.96M | Buy |
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