Soltis Investment Advisors’s US Bancorp USB Stock Holding History

Soltis 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 Q2	$275K	Buy
2025 Q1	$235K	Sell
2024 Q4	$350K	Buy
2024 Q3	$312K	Sell
2024 Q2	$283K	Sell
2024 Q1	$342K	Sell
2023 Q4	$333K	Sell
2023 Q3	$267K	Buy
2023 Q2	–	Sell
2023 Q1	$210K	Buy