Number of Shares
99,363.00
Current Holdings Value*
$4.50 Mil
% of Portfolio
2.9%
Total Estimate Gain
$-1.50 Mil
% of Total Estimate Gain
-22.10%

Lakeside Advisors, INC.'s U.S. Bancorp Holding Summary

As of 2025-06-30, Lakeside Advisors, INC. held 99,363.00 shares of U.S. Bancorp(USB), totaling $4.50 Mil. This investment constitutes 2.9% of their stock portfolio, and Lakeside Advisors, INC. now holds 0.01% of the outstanding U.S. Bancorp(USB) stock.

The initial trade took place in 2021Q4. And since then Lakeside Advisors, INC. has made 1 purchases of USB, at an average price of $58.99, for a total of 114,957.00 shares. In addition, there have been 13 sales at an average price of $43.80 for 15,594.00 shares. Based on historical transaction data and USB's current price of $46.29, Lakeside Advisors, INC.'s estimated gain on his USB holdings is $-1.50 Mil, reflecting a -22.10% gain to date.

Lakeside Advisors, INC. USB ($46.29) Holding Chart

Lakeside Advisors, INC. USB ($46.29) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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