Lynx Investment Advisory’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 | $355K | Buy |
7,839
+312
| +4% | +$14.1K | 0.23% | 94 |
|
|
2025
Q1 | $318K | Sell |
7,527
-2,743
| -27% | -$116K | 0.21% | 103 |
|
|
2024
Q4 | $491K | Buy |
10,270
+9
| +0.1% | +$430 | 0.34% | 69 |
|
|
2024
Q3 | $469K | Sell |
10,261
-83
| -0.8% | -$3.8K | 0.34% | 69 |
|
|
2024
Q2 | $411K | Buy |
+10,344
| New | +$411K | 0.3% | 69 |
|