Moody Lynn & Lieberson’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
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|
2025
Q1 | $332K | Hold |
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|
2024
Q4 | $376K | Hold |
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|
2024
Q3 | $360K | Buy |
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|
2024
Q2 | $310K | Sell |
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|
2024
Q1 | $362K | Hold |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $289K | Buy |
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|
2023
Q2 | $280K | Sell |
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|
2023
Q1 | $529K | Hold |
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|
2022
Q4 | $640K | Hold |
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|
2022
Q3 | $592K | Sell |
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|
2022
Q2 | $700K | Sell |
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|
2022
Q1 | $813K | Sell |
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|
2021
Q4 | $872K | Hold |
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|
2021
Q3 | $922K | Hold |
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|
2021
Q2 | $884K | Buy |
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|
2021
Q1 | $847K | Buy |
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|
2020
Q4 | $683K | Hold |
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|
2020
Q3 | $525K | Hold |
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|
2020
Q2 | $539K | Sell |
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|
2020
Q1 | $668 | Sell |
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|
2019
Q4 | $1.22M | Buy |
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|
2019
Q3 | $1.12M | Buy |
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|
2019
Q2 | $1.05M | Sell |
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|
2019
Q1 | $979K | Sell |
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|
2018
Q4 | $1.25M | Hold |
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|
2018
Q3 | $1.44M | Sell |
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|
2018
Q2 | $1.38M | Buy |
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|
2018
Q1 | $1.38M | Sell |
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|
2017
Q4 | $1.61M | Sell |
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|
2017
Q3 | $1.62M | Buy |
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|
2017
Q2 | $1.49M | Sell |
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|
2017
Q1 | $12.3M | Sell |
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|
2016
Q4 | $13.1M | Buy |
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|
2016
Q3 | $8.73M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $3.66M | Buy |
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