Midwest Financial Group’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 | $1.52M | Buy |
33,651
+900
| +3% | +$40.7K | 0.8% | 36 |
|
2025
Q1 | $1.38M | Buy |
32,751
+897
| +3% | +$37.9K | 0.8% | 35 |
|
2024
Q4 | $1.52M | Buy |
31,854
+25
| +0.1% | +$1.2K | 0.87% | 32 |
|
2024
Q3 | $1.46M | Sell |
31,829
-300
| -0.9% | -$13.7K | 0.86% | 31 |
|
2024
Q2 | $1.28M | Buy |
32,129
+573
| +2% | +$22.8K | 0.81% | 33 |
|
2024
Q1 | $1.41M | Buy |
31,556
+606
| +2% | +$27.1K | 0.95% | 29 |
|
2023
Q4 | $1.34M | Sell |
30,950
-525
| -2% | -$22.7K | 1% | 26 |
|
2023
Q3 | $1.04M | Buy |
31,475
+2,500
| +9% | +$82.7K | 0.88% | 31 |
|
2023
Q2 | $957K | Buy |
28,975
+2,750
| +10% | +$90.8K | 0.81% | 31 |
|
2023
Q1 | $945K | Buy |
+26,225
| New | +$945K | 0.87% | 29 |
|