Schechter Investment Advisors’s US Bancorp USB Stock Holding History

Schechter Investment Advisors’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
2025 Q1	$230K	Sell
2024 Q4	$284K	Sell
2024 Q3	$309K	Buy
2024 Q2	$233K	Buy
2023 Q1	–	Sell
2022 Q4	$263K	Buy
2022 Q3	$216K	Sell
2022 Q2	$292K	Buy
2022 Q1	$335K	Buy
2021 Q4	$301K	Buy