Wolff Financial Management’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 | $606K | Buy |
13,397
+33
| +0.2% | +$1.49K | 0.16% | 60 |
|
|
2025
Q1 | $564K | Buy |
13,364
+5
| +0% | +$211 | 0.16% | 63 |
|
|
2024
Q4 | $639K | Buy |
13,359
+5
| +0% | +$239 | 0.18% | 53 |
|
|
2024
Q3 | $611K | Buy |
+13,354
| New | +$611K | 0.17% | 59 |
|
|
2024
Q2 | – | Sell |
-13,343
| Closed | -$596K | – | 83 |
|
|
2024
Q1 | $596K | Buy |
13,343
+5
| +0% | +$223 | 0.17% | 59 |
|
|
2023
Q4 | $577K | Buy |
13,338
+7
| +0.1% | +$303 | 0.18% | 58 |
|
|
2023
Q3 | $441K | Buy |
+13,331
| New | +$441K | 0.15% | 68 |
|
|
2023
Q2 | – | Sell |
-13,319
| Closed | -$480K | – | 87 |
|
|
2023
Q1 | $480K | Buy |
13,319
+4,178
| +46% | +$151K | 0.17% | 68 |
|
|
2022
Q4 | $399K | Buy |
9,141
+5
| +0.1% | +$218 | 0.15% | 78 |
|
|
2022
Q3 | $368K | Buy |
+9,136
| New | +$368K | 0.17% | 76 |
|