Values Added Financial’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
$222K Sell
4,915
-1,621
-25% -$73.4K 0.11% 115
2025
Q1
$276K Sell
6,536
-435
-6% -$18.4K 0.15% 95
2024
Q4
$333K Buy
6,971
+2,333
+50% +$112K 0.19% 86
2024
Q3
$212K Buy
+4,638
New +$212K 0.13% 100