SAM
Synergy Asset Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Sell |
59,981
-44,411
| -43% | -$2.01M | 0.31% | 52 |
|
|
2025
Q1 | $4.41M | Buy |
104,392
+104,083
| +33,684% | +$4.39M | 0.56% | 40 |
|
|
2024
Q4 | $14.1K | Buy |
+309
| New | +$14.1K | ﹤0.01% | 409 |
|
|
2023
Q3 | – | Sell |
-218,979
| Closed | -$7.24M | – | 155 |
|
|
2023
Q2 | $7.24M | Buy |
+218,979
| New | +$7.24M | 1.79% | 19 |
|