SEEDPG
S.E.E.D. Planning Group’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.65M | Buy |
213,317
+12,935
| +6% | +$585K | 3.03% | 15 |
|
|
2025
Q1 | $8.46M | Buy |
200,382
+16,266
| +9% | +$687K | 2.85% | 13 |
|
|
2024
Q4 | $8.81M | Sell |
184,116
-9,670
| -5% | -$463K | 2.94% | 12 |
|
|
2024
Q3 | $8.86M | Sell |
193,786
-3,244
| -2% | -$148K | 2.94% | 13 |
|
|
2024
Q2 | $7.82M | Buy |
197,030
+10,005
| +5% | +$397K | 2.84% | 14 |
|
|
2024
Q1 | $8.36M | Buy |
187,025
+15,960
| +9% | +$713K | 3.05% | 13 |
|
|
2023
Q4 | $7.4M | Sell |
171,065
-892
| -0.5% | -$38.6K | 2.98% | 14 |
|
|
2023
Q3 | $5.68M | Buy |
171,957
+19,507
| +13% | +$645K | 2.19% | 20 |
|
|
2023
Q2 | $5.04M | Buy |
152,450
+19,805
| +15% | +$654K | 1.77% | 24 |
|
|
2023
Q1 | $4.78M | Buy |
132,645
+10,337
| +8% | +$373K | 1.85% | 26 |
|
|
2022
Q4 | $5.33M | Buy |
122,308
+9,140
| +8% | +$399K | 2.31% | 20 |
|
|
2022
Q3 | $4.56M | Buy |
113,168
+10,797
| +11% | +$435K | 2.13% | 23 |
|
|
2022
Q2 | $4.71M | Buy |
102,371
+26,414
| +35% | +$1.22M | 2.13% | 22 |
|
|
2022
Q1 | $4.04M | Buy |
75,957
+7,719
| +11% | +$410K | 1.72% | 25 |
|
|
2021
Q4 | $3.83M | Sell |
68,238
-2,245
| -3% | -$126K | 1.66% | 25 |
|
|
2021
Q3 | $4.19M | Sell |
70,483
-5,117
| -7% | -$304K | 1.98% | 20 |
|
|
2021
Q2 | $4.31M | Sell |
75,600
-1,832
| -2% | -$104K | 2.12% | 15 |
|
|
2021
Q1 | $4.28M | Sell |
77,432
-8,992
| -10% | -$497K | 2.35% | 13 |
|
|
2020
Q4 | $4.03M | Buy |
+86,424
| New | +$4.03M | 2.42% | 14 |
|