Strategic Planning Group’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.5M | Buy |
121,475
+23,560
| +24% | +$1.07M | 0.89% | 41 |
|
|
2025
Q1 | $4.13M | Sell |
97,915
-259
| -0.3% | -$10.9K | 0.81% | 47 |
|
|
2024
Q4 | $4.7M | Buy |
98,174
+2,441
| +3% | +$117K | 0.86% | 34 |
|
|
2024
Q3 | $4.38M | Buy |
95,733
+3,450
| +4% | +$158K | 0.86% | 37 |
|
|
2024
Q2 | $3.66M | Buy |
92,283
+33,148
| +56% | +$1.32M | 0.8% | 39 |
|
|
2024
Q1 | $2.64M | Buy |
59,135
+11,407
| +24% | +$510K | 0.66% | 50 |
|
|
2023
Q4 | $2.07M | Buy |
+47,728
| New | +$2.07M | 0.69% | 57 |
|