LA
Lynch & Associates’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
69,845
+899
| +1% | +$40.7K | 0.64% | 46 |
|
|
2025
Q1 | $2.91M | Buy |
68,946
+1,665
| +2% | +$70.3K | 0.63% | 46 |
|
|
2024
Q4 | $3.22M | Buy |
67,281
+1,326
| +2% | +$63.4K | 0.7% | 45 |
|
|
2024
Q3 | $3.02M | Buy |
65,955
+1,575
| +2% | +$72K | 0.64% | 47 |
|
|
2024
Q2 | $2.56M | Buy |
64,380
+4,693
| +8% | +$186K | 0.58% | 49 |
|
|
2024
Q1 | $2.67M | Sell |
59,687
-18
| -0% | -$805 | 0.62% | 46 |
|
|
2023
Q4 | $2.58M | Buy |
59,705
+2,272
| +4% | +$98.3K | 0.63% | 46 |
|
|
2023
Q3 | $1.9M | Buy |
57,433
+3,857
| +7% | +$128K | 0.5% | 53 |
|
|
2023
Q2 | $1.77M | Sell |
53,576
-30,074
| -36% | -$994K | 0.45% | 53 |
|
|
2023
Q1 | $3.02M | Sell |
83,650
-3,226
| -4% | -$116K | 0.79% | 44 |
|
|
2022
Q4 | $3.79M | Sell |
86,876
-2,948
| -3% | -$129K | 0.99% | 34 |
|
|
2022
Q3 | $3.62M | Sell |
89,824
-1,766
| -2% | -$71.2K | 1.06% | 34 |
|
|
2022
Q2 | $4.22M | Buy |
91,590
+1,037
| +1% | +$47.7K | 1.15% | 30 |
|
|
2022
Q1 | $4.81M | Buy |
90,553
+2,076
| +2% | +$110K | 1.17% | 33 |
|
|
2021
Q4 | $4.97M | Buy |
88,477
+578
| +0.7% | +$32.5K | 1.17% | 33 |
|
|
2021
Q3 | $5.23M | Buy |
87,899
+1,369
| +2% | +$81.4K | 1.35% | 28 |
|
|
2021
Q2 | $4.93M | Buy |
86,530
+7,082
| +9% | +$403K | 1.27% | 32 |
|
|
2021
Q1 | $4.39M | Buy |
79,448
+1,367
| +2% | +$75.6K | 1.19% | 32 |
|
|
2020
Q4 | $3.64M | Buy |
78,081
+2,051
| +3% | +$95.6K | 0.99% | 33 |
|
|
2020
Q3 | $2.73M | Sell |
76,030
-1,875
| -2% | -$67.2K | 0.82% | 38 |
|
|
2020
Q2 | $2.87M | Buy |
77,905
+17,339
| +29% | +$638K | 0.93% | 34 |
|
|
2020
Q1 | $2.09M | Sell |
60,566
-41,069
| -40% | -$1.42M | 0.77% | 44 |
|
|
2019
Q4 | $6.03M | Sell |
101,635
-2,455
| -2% | -$146K | 1.73% | 23 |
|
|
2019
Q3 | $5.76M | Sell |
104,090
-2,338
| -2% | -$129K | 1.76% | 20 |
|
|
2019
Q2 | $5.58M | Buy |
106,428
+9,683
| +10% | +$507K | 1.81% | 21 |
|
|
2019
Q1 | $4.66M | Sell |
96,745
-145
| -0.1% | -$6.99K | 1.55% | 27 |
|
|
2018
Q4 | $4.43M | Buy |
96,890
+9,518
| +11% | +$435K | 1.65% | 23 |
|
|
2018
Q3 | $4.61M | Buy |
87,372
+6,475
| +8% | +$342K | 1.56% | 26 |
|
|
2018
Q2 | $4.05M | Sell |
80,897
-475
| -0.6% | -$23.8K | 1.47% | 28 |
|
|
2018
Q1 | $4.11M | Buy |
81,372
+1,275
| +2% | +$64.4K | 1.57% | 26 |
|
|
2017
Q4 | $4.29M | Buy |
80,097
+125
| +0.2% | +$6.7K | 1.61% | 26 |
|
|
2017
Q3 | $4.29M | Buy |
79,972
+650
| +0.8% | +$34.8K | 1.7% | 24 |
|
|
2017
Q2 | $4.12M | Buy |
79,322
+1,484
| +2% | +$77K | 1.63% | 22 |
|
|
2017
Q1 | $4.01M | Sell |
77,838
-565
| -0.7% | -$29.1K | 1.64% | 20 |
|
|
2016
Q4 | $4.03M | Buy |
78,403
+2,865
| +4% | +$147K | 1.7% | 17 |
|
|
2016
Q3 | $3.24M | Sell |
75,538
-225
| -0.3% | -$9.65K | 1.43% | 23 |
|
|
2016
Q2 | $3.06M | Buy |
75,763
+5,231
| +7% | +$211K | 1.37% | 26 |
|
|
2016
Q1 | $2.86M | Buy |
70,532
+1,675
| +2% | +$68K | 1.36% | 25 |
|
|
2015
Q4 | $2.94M | Sell |
68,857
-536
| -0.8% | -$22.9K | 1.51% | 20 |
|
|
2015
Q3 | $2.85M | Buy |
69,393
+2,375
| +4% | +$97.4K | 1.58% | 20 |
|
|
2015
Q2 | $2.91M | Sell |
67,018
-650
| -1% | -$28.2K | 1.52% | 22 |
|
|
2015
Q1 | $2.96M | Buy |
67,668
+3,567
| +6% | +$156K | 1.56% | 23 |
|
|
2014
Q4 | $2.88M | Buy |
64,101
+141
| +0.2% | +$6.34K | 1.55% | 23 |
|
|
2014
Q3 | $2.68M | Buy |
63,960
+13
| +0% | +$544 | 1.5% | 24 |
|
|
2014
Q2 | $2.77M | Sell |
63,947
-380
| -0.6% | -$16.5K | 1.58% | 24 |
|
|
2014
Q1 | $2.76M | Buy |
64,327
+325
| +0.5% | +$13.9K | 1.63% | 24 |
|
|
2013
Q4 | $2.59M | Buy |
64,002
+4,412
| +7% | +$178K | 1.55% | 23 |
|
|
2013
Q3 | $2.18M | Buy |
59,590
+2,645
| +5% | +$96.8K | 1.45% | 25 |
|
|
2013
Q2 | $2.06M | Buy |
+56,945
| New | +$2.06M | 1.42% | 24 |
|