Summit Financial’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	$1.78M	Sell	38,802 -152	-0.4%	-$6.95K	0.04%	313
2025 Q1	$1.64M	Buy	38,954 +5,113	+15%	+$216K	0.05%	287
2024 Q4	$1.63M	Buy	33,841 +28,628	+549%	+$1.38M	0.06%	244
2024 Q3	$241K	Buy	+5,213	New	+$241K	0.01%	492