Oxford Financial Group’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 | $371K | Hold |
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|
2025
Q1 | $346K | Sell |
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|
2024
Q4 | $403K | Sell |
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|
2024
Q3 | $683K | Buy |
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|
2024
Q2 | $382K | Sell |
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|
2024
Q1 | $471K | Buy |
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|
2023
Q4 | $448K | Sell |
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|
2023
Q3 | $356K | Sell |
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|
2023
Q2 | $407K | Buy |
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|
2023
Q1 | $396K | Sell |
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|
2022
Q4 | $513K | Buy |
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|
2022
Q3 | $436K | Sell |
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|
2022
Q2 | $649K | Buy |
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|
2022
Q1 | $574K | Hold |
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|
2021
Q4 | $607K | Sell |
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|
2021
Q3 | $1.09M | Hold |
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|
2021
Q2 | $1.05M | Hold |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $878K | Hold |
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|
2020
Q3 | $676K | Hold |
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|
2020
Q2 | $694K | Hold |
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|
2020
Q1 | $649K | Buy |
|