Secured Retirement Advisors’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	$1.1M	Sell	24,336 -4,143	-15%	-$187K	0.66%	65
2025 Q1	$1.2M	Buy	28,479 +3,426	+14%	+$145K	0.78%	49
2024 Q4	$1.2M	Buy	+25,053	New	+$1.2M	0.69%	65