Okabena Investment Services’s US Bancorp USB Stock Holding History

Okabena Investment Services’s Portfolio USB Stock Details USB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$800K	Buy
2023 Q1	–	Sell
2022 Q4	$14K	Buy
2022 Q3	–	Sell
2022 Q2	$50K	Hold
2022 Q1	$59K	Hold
2021 Q4	$62K	Buy
2021 Q2	–	Sell
2021 Q1	$1.36M	Buy
2020 Q4	$1.11M	Sell
2020 Q3	$1.18M	Buy