Oxford Financial Group’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 | $371K | Hold |
8,204
| – | – | 0.02% | 157 |
|
|
2025
Q1 | $346K | Sell |
8,204
-222
| -3% | -$9.37K | 0.02% | 160 |
|
|
2024
Q4 | $403K | Sell |
8,426
-6,499
| -44% | -$311K | 0.03% | 174 |
|
|
2024
Q3 | $683K | Buy |
14,925
+5,300
| +55% | +$242K | 0.04% | 108 |
|
|
2024
Q2 | $382K | Sell |
9,625
-906
| -9% | -$36K | 0.03% | 183 |
|
|
2024
Q1 | $471K | Buy |
10,531
+170
| +2% | +$7.6K | 0.03% | 142 |
|
|
2023
Q4 | $448K | Sell |
10,361
-399
| -4% | -$17.3K | 0.03% | 149 |
|
|
2023
Q3 | $356K | Sell |
10,760
-1,569
| -13% | -$51.9K | 0.03% | 155 |
|
|
2023
Q2 | $407K | Buy |
12,329
+1,350
| +12% | +$44.6K | 0.04% | 151 |
|
|
2023
Q1 | $396K | Sell |
10,979
-788
| -7% | -$28.4K | 0.04% | 125 |
|
|
2022
Q4 | $513K | Buy |
11,767
+955
| +9% | +$41.6K | 0.06% | 109 |
|
|
2022
Q3 | $436K | Sell |
10,812
-3,293
| -23% | -$133K | 0.07% | 112 |
|
|
2022
Q2 | $649K | Buy |
14,105
+3,302
| +31% | +$152K | 0.1% | 89 |
|
|
2022
Q1 | $574K | Hold |
10,803
| – | – | 0.07% | 104 |
|
|
2021
Q4 | $607K | Sell |
10,803
-7,600
| -41% | -$427K | 0.07% | 109 |
|
|
2021
Q3 | $1.09M | Hold |
18,403
| – | – | 0.14% | 68 |
|
|
2021
Q2 | $1.05M | Hold |
18,403
| – | – | 0.14% | 72 |
|
|
2021
Q1 | $1.02M | Sell |
18,403
-446
| -2% | -$24.7K | 0.14% | 66 |
|
|
2020
Q4 | $878K | Hold |
18,849
| – | – | 0.13% | 75 |
|
|
2020
Q3 | $676K | Hold |
18,849
| – | – | 0.11% | 80 |
|
|
2020
Q2 | $694K | Hold |
18,849
| – | – | 0.12% | 74 |
|
|
2020
Q1 | $649K | Buy |
+18,849
| New | +$649K | 0.13% | 70 |
|