XF
XML Financial’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Sell |
65,269
-2,731
| -4% | -$124K | 0.26% | 85 |
|
|
2025
Q1 | $2.87M | Buy |
68,000
+3
| +0% | +$127 | 0.27% | 87 |
|
|
2024
Q4 | $3.25M | Buy |
67,997
+1,671
| +3% | +$79.9K | 0.3% | 85 |
|
|
2024
Q3 | $3.03M | Buy |
66,326
+3,815
| +6% | +$174K | 0.28% | 85 |
|
|
2024
Q2 | $2.48M | Sell |
62,511
-1,900
| -3% | -$75.4K | 0.25% | 94 |
|
|
2024
Q1 | $2.88M | Sell |
64,411
-9,765
| -13% | -$436K | 0.29% | 88 |
|
|
2023
Q4 | $3.21M | Sell |
74,176
-594
| -0.8% | -$25.7K | 0.34% | 81 |
|
|
2023
Q3 | $2.47M | Buy |
74,770
+62
| +0.1% | +$2.05K | 0.3% | 92 |
|
|
2023
Q2 | $2.47M | Buy |
74,708
+10,117
| +16% | +$334K | 0.29% | 90 |
|
|
2023
Q1 | $2.32M | Sell |
64,591
-608
| -0.9% | -$21.9K | 0.28% | 96 |
|
|
2022
Q4 | $2.84M | Sell |
65,199
-981
| -1% | -$42.8K | 0.36% | 85 |
|
|
2022
Q3 | $2.67M | Buy |
66,180
+51,755
| +359% | +$2.09M | 0.37% | 79 |
|
|
2022
Q2 | $664K | Sell |
14,425
-19,686
| -58% | -$906K | 0.15% | 121 |
|
|
2022
Q1 | $1.81M | Buy |
34,111
+7,177
| +27% | +$381K | 0.22% | 106 |
|
|
2021
Q4 | $1.51M | Buy |
26,934
+10,603
| +65% | +$596K | 0.18% | 124 |
|
|
2021
Q3 | $971K | Buy |
16,331
+4,036
| +33% | +$240K | 0.13% | 146 |
|
|
2021
Q2 | $700K | Buy |
12,295
+20
| +0.2% | +$1.14K | 0.15% | 117 |
|
|
2021
Q1 | $679K | Buy |
12,275
+382
| +3% | +$21.1K | 0.17% | 109 |
|
|
2020
Q4 | $554K | Sell |
11,893
-100
| -0.8% | -$4.66K | 0.14% | 117 |
|
|
2020
Q3 | $430K | Buy |
11,993
+601
| +5% | +$21.5K | 0.13% | 118 |
|
|
2020
Q2 | $419K | Buy |
11,392
+41
| +0.4% | +$1.51K | 0.15% | 113 |
|
|
2020
Q1 | $391K | Buy |
11,351
+4,343
| +62% | +$150K | 0.17% | 102 |
|
|
2019
Q4 | $415K | Buy |
+7,008
| New | +$415K | 0.15% | 115 |
|