MLA
My Legacy Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $893K | Buy |
18,764
+995
| +6% | +$47.3K | 0.32% | 89 |
|
|
2025
Q1 | $750K | Sell |
17,769
-226
| -1% | -$9.54K | 0.29% | 101 |
|
|
2024
Q4 | $916K | Buy |
17,995
+92
| +0.5% | +$4.68K | 0.36% | 76 |
|
|
2024
Q3 | $819K | Sell |
17,903
-3,154
| -15% | -$144K | 0.32% | 85 |
|
|
2024
Q2 | $836K | Buy |
21,057
+160
| +0.8% | +$6.35K | 0.27% | 101 |
|
|
2024
Q1 | $934K | Buy |
20,897
+330
| +2% | +$14.8K | 0.31% | 92 |
|
|
2023
Q4 | $881K | Buy |
20,567
+1,850
| +10% | +$79.2K | 0.32% | 96 |
|
|
2023
Q3 | $613K | Buy |
18,717
+9,300
| +99% | +$305K | 0.25% | 124 |
|
|
2023
Q2 | $337K | Sell |
9,417
-4,259
| -31% | -$153K | 0.13% | 174 |
|
|
2023
Q1 | $487K | Buy |
13,676
+735
| +6% | +$26.2K | 0.21% | 148 |
|
|
2022
Q4 | $638K | Buy |
12,941
+1,587
| +14% | +$78.2K | 0.27% | 137 |
|
|
2022
Q3 | $485K | Buy |
11,354
+3,487
| +44% | +$149K | 0.24% | 146 |
|
|
2022
Q2 | $365K | Buy |
+7,867
| New | +$365K | 0.18% | 162 |
|