Summit X LLC’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  | $684K | Buy | 
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| 
        
          
      
        2025
         Q1  | $299K | Buy | 
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| 
        
          
      
        2024
         Q4  | $339K | Sell | 
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| 
        
          
      
        2024
         Q3  | $283K | Sell | 
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| 
        
          
      
        2024
         Q2  | $303K | Buy | 
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| 
        
          
      
        2024
         Q1  | $320K | Buy | 
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| 
        
          
      
        2023
         Q4  | $310K | Buy | 
         | 
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| 
        
          
      
        2023
         Q3  | $236K | Sell | 
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| 
        
          
      
        2023
         Q2  | $457K | Buy | 
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| 
        
          
      
        2023
         Q1  | $496K | Buy | 
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    |||||
| 
        
          
      
        2022
         Q4  | $616K | Sell | 
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    |||||
| 
        
          
      
        2022
         Q3  | $540K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $619K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $562K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $421K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $477K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $426K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $416K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $304K | Buy | 
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| 
        
          
      
        2020
         Q3  | $502 | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $335K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $296K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $510K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $477K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $433K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $397K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $342K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q3  | $358K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $340K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $371K | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $838K | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q3  | $812K | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q2  | $728K | Buy | 
         |