Strategic Planning Group’s US Bancorp USB Stock Holding History

Strategic Planning Group’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 Q3	$10.5M	Buy
2025 Q2	$5.5M	Buy
2025 Q1	$4.13M	Sell
2024 Q4	$4.7M	Buy
2024 Q3	$4.38M	Buy
2024 Q2	$3.66M	Buy
2024 Q1	$2.64M	Buy
2023 Q4	$2.07M	Buy