Summit Trail 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
Q2 | $915K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $456K | Sell |
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|
2024
Q2 | $432K | Sell |
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|
2024
Q1 | $779K | Buy |
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|
2023
Q4 | $672K | Buy |
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|
2023
Q3 | $459K | Buy |
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|
2023
Q2 | $368K | Buy |
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|
2023
Q1 | $368K | Buy |
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|
2022
Q4 | $379K | Buy |
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|
2022
Q3 | $347K | Sell |
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|
2022
Q2 | $405K | Buy |
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|
2022
Q1 | $286K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $314K | Buy |
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|
2017
Q4 | $248K | Buy |
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