Trinity Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $205K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $228K | Sell |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $341K | Sell |
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|
2023
Q3 | $291K | Buy |
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|
2023
Q2 | $290K | Buy |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q4 | $269K | Sell |
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|
2022
Q3 | $465K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $333K | Sell |
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|
2020
Q4 | $1.79M | Buy |
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