Synergy Asset Management’s US Bancorp USB Stock Holding History

Synergy Asset Management’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 Q2	$2.71M	Sell
2025 Q1	$4.41M	Buy
2024 Q4	$14.1K	Buy
2023 Q3	–	Sell
2023 Q2	$7.24M	Buy