Security National Bank’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 | $241K | Hold |
5,335
| – | – | 0.04% | 114 |
|
|
2025
Q1 | $225K | Hold |
5,335
| – | – | 0.04% | 117 |
|
|
2024
Q4 | $255K | Buy |
5,335
+3,415
| +178% | +$163K | 0.04% | 105 |
|
|
2024
Q3 | $87.8K | Hold |
1,920
| – | – | 0.01% | 159 |
|
|
2024
Q2 | $76.2K | Hold |
1,920
| – | – | 0.01% | 167 |
|
|
2024
Q1 | $85.8K | Hold |
1,920
| – | – | 0.01% | 155 |
|
|
2023
Q4 | $83.1K | Buy |
+1,920
| New | +$83.1K | 0.02% | 163 |
|
|
2018
Q4 | – | Sell |
-6,764
| Closed | -$357K | – | 70 |
|
|
2018
Q3 | $357K | Buy |
6,764
+2,440
| +56% | +$129K | 0.2% | 54 |
|
|
2018
Q2 | $216K | Hold |
4,324
| – | – | 0.14% | 57 |
|
|
2018
Q1 | $218K | Hold |
4,324
| – | – | 0.15% | 59 |
|
|
2017
Q4 | $232K | Hold |
4,324
| – | – | 0.15% | 59 |
|
|
2017
Q3 | $232K | Hold |
4,324
| – | – | 0.16% | 61 |
|
|
2017
Q2 | $225K | Hold |
4,324
| – | – | 0.16% | 61 |
|
|
2017
Q1 | $223K | Buy |
+4,324
| New | +$223K | 0.17% | 60 |
|