Live Oak Investment Partners’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
$697K Sell
15,396
-335
-2% -$15.2K 0.54% 49
2025
Q1
$664K Buy
+15,731
New +$664K 0.52% 52
2024
Q4
Hold
0
-$513K 51
2024
Q3
Hold
0
-$443K 61
2024
Q2
Hold
0
62
2023
Q4
Hold
0
-$299K 65
2023
Q3
Hold
0
-$294K 77
2023
Q2
Hold
0
-$290K 78
2023
Q1
Hold
0
78