Marino Stram & Associates’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,215
| Closed | -$202K | – | 174 |
|
|
2024
Q4 | $202K | Buy |
+4,215
| New | +$202K | 0.04% | 169 |
|
|
2022
Q1 | – | Sell |
-4,032
| Closed | -$226K | – | 148 |
|
|
2021
Q4 | $226K | Hold |
4,032
| – | – | 0.07% | 140 |
|
|
2021
Q3 | $240K | Sell |
4,032
-5,121
| -56% | -$305K | 0.08% | 130 |
|
|
2021
Q2 | $521K | Buy |
9,153
+5,474
| +149% | +$312K | 0.14% | 122 |
|
|
2021
Q1 | $203K | Buy |
+3,679
| New | +$203K | 0.08% | 130 |
|
|
2019
Q2 | – | Sell |
-350
| Closed | -$17K | – | 538 |
|
|
2019
Q1 | $17K | Buy |
+350
| New | +$17K | 0.01% | 255 |
|