Oldfather Financial Services’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 | $679K | Sell |
15,000
-439
| -3% | -$19.9K | 0.23% | 43 |
|
|
2025
Q1 | $652K | Buy |
15,439
+390
| +3% | +$16.5K | 0.25% | 41 |
|
|
2024
Q4 | $720K | Hold |
15,049
| – | – | 0.27% | 39 |
|
|
2024
Q3 | $688K | Buy |
15,049
+49
| +0.3% | +$2.24K | 0.26% | 37 |
|
|
2024
Q2 | $596K | Hold |
15,000
| – | – | 0.24% | 39 |
|
|
2024
Q1 | $671K | Hold |
15,000
| – | – | 0.28% | 36 |
|
|
2023
Q4 | $649K | Hold |
15,000
| – | – | 0.29% | 36 |
|
|
2023
Q3 | $496K | Hold |
15,000
| – | – | 0.25% | 38 |
|
|
2023
Q2 | $496K | Hold |
15,000
| – | – | 0.24% | 40 |
|
|
2023
Q1 | $541K | Buy |
+15,000
| New | +$541K | 0.28% | 39 |
|