SteelPeak Wealth’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
$8.62M Buy
2025
Q2
$941K Sell
2025
Q1
$8.46M Buy
2024
Q4
$8.71M Buy
2024
Q3
$677K Sell
2024
Q2
$4.15M Sell
2024
Q1
$4.81M Sell
2023
Q4
$8.61M Buy
2023
Q3
$555K Buy
2023
Q2
$484K Buy
2021
Q1
Sell
2020
Q4
$298K Sell
2020
Q3
$244K Sell
2020
Q2
$317K Sell
2020
Q1
$513K Sell
2019
Q4
$943K Buy