SDAM
Shulman DeMeo Asset Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
5,404
+58
| +1% | +$2.63K | 0.06% | 100 |
|
|
2025
Q1 | $226K | Sell |
5,346
-55
| -1% | -$2.32K | 0.06% | 101 |
|
|
2024
Q4 | $258K | Sell |
5,401
-381
| -7% | -$18.2K | 0.07% | 100 |
|
|
2024
Q3 | $264K | Sell |
5,782
-39
| -0.7% | -$1.78K | 0.06% | 110 |
|
|
2024
Q2 | $231K | Buy |
5,821
+546
| +10% | +$21.7K | 0.06% | 113 |
|
|
2024
Q1 | $236K | Buy |
5,275
+382
| +8% | +$17.1K | 0.06% | 115 |
|
|
2023
Q4 | $212K | Buy |
+4,893
| New | +$212K | 0.06% | 121 |
|
|
2023
Q3 | – | Sell |
-6,115
| Closed | -$202K | – | 134 |
|
|
2023
Q2 | $202K | Buy |
6,115
+26
| +0.4% | +$859 | 0.06% | 121 |
|
|
2023
Q1 | $220K | Buy |
6,089
+20
| +0.3% | +$721 | 0.07% | 120 |
|
|
2022
Q4 | $265K | Sell |
6,069
-553
| -8% | -$24.1K | 0.09% | 107 |
|
|
2022
Q3 | $267K | Sell |
6,622
-201
| -3% | -$8.1K | 0.09% | 104 |
|
|
2022
Q2 | $314K | Buy |
6,823
+175
| +3% | +$8.05K | 0.1% | 95 |
|
|
2022
Q1 | $353K | Buy |
6,648
+638
| +11% | +$33.9K | 0.1% | 98 |
|
|
2021
Q4 | $338K | Buy |
6,010
+52
| +0.9% | +$2.92K | 0.09% | 109 |
|
|
2021
Q3 | $354K | Buy |
+5,958
| New | +$354K | 0.31% | 55 |
|
|
2020
Q1 | – | Sell |
-3,872
| Closed | -$230K | – | 127 |
|
|
2019
Q4 | $230K | Buy |
+3,872
| New | +$230K | 0.08% | 119 |
|