SS&H Financial Advisors’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
Q3 | $443K | Hold |
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|
2025
Q2 | $415K | Buy |
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|
2025
Q1 | $346K | Hold |
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|
2024
Q4 | $392K | Hold |
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|
2024
Q3 | $374K | Sell |
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|
2024
Q2 | $407K | Hold |
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|
2024
Q1 | $457K | Sell |
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|
2023
Q4 | $490K | Sell |
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|
2023
Q3 | $379K | Buy |
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|
2023
Q1 | $361K | Hold |
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|
2022
Q4 | $437K | Hold |
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|
2022
Q3 | $404K | Hold |
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|
2022
Q2 | $461K | Sell |
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|
2022
Q1 | $535K | Buy |
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