LVW Advisors’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 | $2.18M | Buy |
48,090
+429
| +0.9% | +$19.4K | 0.24% | 57 |
|
|
2025
Q1 | $2.01M | Sell |
47,661
-7,171
| -13% | -$303K | 0.24% | 54 |
|
|
2024
Q4 | $2.62M | Sell |
54,832
-3,432
| -6% | -$164K | 0.32% | 51 |
|
|
2024
Q3 | $2.66M | Buy |
58,264
+4,321
| +8% | +$198K | 0.34% | 45 |
|
|
2024
Q2 | $2.14M | Buy |
53,943
+14,643
| +37% | +$581K | 0.31% | 46 |
|
|
2024
Q1 | $1.76M | Buy |
39,300
+10,612
| +37% | +$474K | 0.3% | 57 |
|
|
2023
Q4 | $1.24M | Buy |
28,688
+17,086
| +147% | +$739K | 0.23% | 71 |
|
|
2023
Q3 | $384K | Buy |
+11,602
| New | +$384K | 0.08% | 151 |
|
|
2023
Q2 | – | Sell |
-6,609
| Closed | -$238K | – | 235 |
|
|
2023
Q1 | $238K | Buy |
6,609
+1,584
| +32% | +$57.1K | 0.05% | 205 |
|
|
2022
Q4 | $219K | Sell |
5,025
-340
| -6% | -$14.8K | 0.04% | 212 |
|
|
2022
Q3 | $216K | Buy |
5,365
+127
| +2% | +$5.11K | 0.05% | 202 |
|
|
2022
Q2 | $241K | Buy |
5,238
+165
| +3% | +$7.59K | 0.05% | 202 |
|
|
2022
Q1 | $270K | Sell |
5,073
-28
| -0.5% | -$1.49K | 0.05% | 199 |
|
|
2021
Q4 | $287K | Buy |
5,101
+390
| +8% | +$21.9K | 0.05% | 202 |
|
|
2021
Q3 | $280K | Buy |
+4,711
| New | +$280K | 0.05% | 198 |
|