TritonPoint Wealth’s US Bancorp USB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$214K	Buy	+4,685	New	+$214K	0.02%	325
2025 Q1	–	Sell	-4,891	Closed	-$236K	–	344
2024 Q4	$236K	Buy	4,891 +230	+5%	+$11.1K	0.02%	306
2024 Q3	$212K	Buy	+4,661	New	+$212K	0.02%	317