Shepherd Financial Partners’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 | $782K | Buy |
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|
2025
Q1 | $729K | Buy |
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|
2024
Q4 | $797K | Buy |
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|
2024
Q3 | $740K | Buy |
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|
2024
Q2 | $594K | Buy |
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|
2024
Q1 | $652K | Buy |
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|
2023
Q4 | $620K | Buy |
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|
2023
Q3 | $473K | Buy |
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|
2023
Q2 | $365K | Sell |
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|
2023
Q1 | $924K | Buy |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $564K | Sell |
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|
2022
Q2 | $1.73M | Buy |
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|
2022
Q1 | $1.94M | Sell |
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|
2021
Q4 | $2.06M | Buy |
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|
2021
Q3 | $2.09M | Buy |
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|
2021
Q2 | $1.98M | Sell |
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|
2021
Q1 | $2.64M | Buy |
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|
2020
Q4 | $2.15M | Buy |
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