LMG Wealth 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 | $5.92M | Buy |
130,813
+2,979
| +2% | +$135K | 1.22% | 27 |
|
|
2025
Q1 | $5.4M | Buy |
127,834
+547
| +0.4% | +$23.1K | 1.2% | 31 |
|
|
2024
Q4 | $6.09M | Buy |
127,287
+857
| +0.7% | +$41K | 1.33% | 25 |
|
|
2024
Q3 | $5.78M | Buy |
126,430
+2,467
| +2% | +$113K | 1.32% | 27 |
|
|
2024
Q2 | $4.92M | Buy |
123,963
+29,208
| +31% | +$1.16M | 1.23% | 30 |
|
|
2024
Q1 | $4.24M | Sell |
94,755
-12,796
| -12% | -$572K | 1.07% | 34 |
|
|
2023
Q4 | $4.65M | Buy |
107,551
+5,719
| +6% | +$248K | 1.29% | 30 |
|
|
2023
Q3 | $3.37M | Buy |
+101,832
| New | +$3.37M | 1.03% | 37 |
|
|
2023
Q1 | – | Sell |
-5,089
| Closed | -$241K | – | 110 |
|
|
2022
Q4 | $241K | Buy |
+5,089
| New | +$241K | 0.08% | 99 |
|