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Oxinas Partners Wealth Management’s US Bancorp USB Stock Holding History

Oxinas Partners Wealth Management’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,582
Closed -$238K – 159
2026
Q1 		$238K Buy
4,582
+32
+0.7% +$1.76K 0.11% 128
2025
Q4 		$243K Sell
4,550
-100
-2% -$4.92K 0.12% 116
2025
Q3 		$225K Sell
4,650
-450
-9% -$21.3K 0.12% 116
2025
Q2 		$231K Hold
5,100
– – 0.12% 114
2025
Q1 		$215K Sell
5,100
-100
-2% -$4.61K 0.13% 117
2024
Q4 		$249K Sell
5,200
-300
-5% -$14.8K 0.15% 102
2024
Q3 		$252K Sell
5,500
-1,759
-24% -$77.2K 0.15% 103
2024
Q2 		$288K Buy
7,259
+16
+0.2% +$652 0.19% 99
2024
Q1 		$324K Sell
7,243
-6,483
-47% -$274K 0.21% 89
2023
Q4 		$594K Sell
13,726
-1,280
-9% -$46.8K 0.42% 55
2023
Q3 		$496K Sell
15,006
-4,232
-22% -$154K 0.37% 56
2023
Q2 		$636K Sell
19,238
-2,024
-10% -$65.4K 0.42% 53
2023
Q1 		$767K Buy
21,262
+9,095
+75% +$405K 0.55% 53
2022
Q4 		$531K Sell
12,167
-1,109
-8% -$47.5K 0.45% 52
2022
Q3 		$535K Buy
13,276
+856
+7% +$39.6K 0.44% 53
2022
Q2 		$572K Buy
12,420
+1,808
+17% +$90.3K 0.43% 51
2022
Q1 		$564K Sell
10,612
-293
-3% -$16.8K 0.35% 59
2021
Q4 		$613K Buy
10,905
+6
+0.1% +$355 0.35% 69
2021
Q3 		$648K Buy
10,899
+206
+2% +$11.7K 0.38% 68
2021
Q2 		$609K Sell
10,693
-5,394
-34% -$316K 0.35% 72
2021
Q1 		$890K Buy
16,087
+7
+0% +$350 0.57% 57
2020
Q4 		$749K Buy
+16,080
New +$680K 0.56% 50

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AAMU
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TC
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MAA
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AOI
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Wealth Enhancement Advisory Services
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ORIO
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return