PFG Private Wealth Management’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	–	Sell	-131	Closed	-$5.53K	–	239
2025 Q1	$5.53K	Hold	131	–	–	﹤0.01%	171
2024 Q4	$6.27K	Hold	131	–	–	﹤0.01%	146
2024 Q3	$5.99K	Hold	131	–	–	﹤0.01%	155
2024 Q2	$5.2K	Hold	131	–	–	﹤0.01%	155
2024 Q1	$5.86K	Hold	131	–	–	﹤0.01%	147
2023 Q4	$5.67K	Hold	131	–	–	﹤0.01%	155
2023 Q3	$4.33K	Hold	131	–	–	﹤0.01%	225
2023 Q2	$4.33K	Hold	131	–	–	﹤0.01%	235
2023 Q1	$4.72K	Hold	131	–	–	﹤0.01%	234
2022 Q4	$6K	Hold	131	–	–	﹤0.01%	215
2022 Q3	$5K	Hold	131	–	–	﹤0.01%	219
2022 Q2	$6K	Sell	131 -4,762	-97%	-$238K	﹤0.01%	217
2022 Q1	$260K	Buy	4,893 +4,762	+3,635%	+$274K	0.13%	58
2021 Q4	$7K	Hold	131	–	–	﹤0.01%	216
2021 Q3	$8K	Buy	+131	New	+$7.46K	﹤0.01%	203