EPIQ Partners’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 | $286K | Hold |
6,313
| – | – | 0.15% | 62 |
|
|
2025
Q1 | $267K | Hold |
6,313
| – | – | 0.14% | 67 |
|
|
2024
Q4 | $302K | Hold |
6,313
| – | – | 0.16% | 62 |
|
|
2024
Q3 | $289K | Hold |
6,313
| – | – | 0.16% | 68 |
|
|
2024
Q2 | $251K | Hold |
6,313
| – | – | 0.17% | 63 |
|
|
2024
Q1 | $282K | Hold |
6,313
| – | – | 0.19% | 59 |
|
|
2023
Q4 | $273K | Hold |
6,313
| – | – | 0.2% | 57 |
|
|
2023
Q3 | $209K | Hold |
6,313
| – | – | 0.16% | 65 |
|
|
2023
Q2 | $209K | Hold |
6,313
| – | – | 0.14% | 70 |
|
|
2023
Q1 | $228K | Sell |
6,313
-1,416
| -18% | -$51K | 0.16% | 69 |
|
|
2022
Q4 | $337K | Buy |
7,729
+244
| +3% | +$10.6K | 0.22% | 58 |
|
|
2022
Q3 | $302K | Buy |
7,485
+1,172
| +19% | +$47.3K | 0.19% | 64 |
|
|
2022
Q2 | $291K | Sell |
6,313
-82
| -1% | -$3.78K | 0.18% | 70 |
|
|
2022
Q1 | $340K | Hold |
6,395
| – | – | 0.18% | 70 |
|
|
2021
Q4 | $359K | Sell |
6,395
-1,500
| -19% | -$84.2K | 0.19% | 69 |
|
|
2021
Q3 | $469K | Buy |
7,895
+2,905
| +58% | +$173K | 0.22% | 68 |
|
|
2021
Q2 | $284K | Buy |
4,990
+82
| +2% | +$4.67K | 0.14% | 74 |
|
|
2021
Q1 | $271K | Hold |
4,908
| – | – | 0.16% | 69 |
|
|
2020
Q4 | $229K | Sell |
4,908
-1,141
| -19% | -$53.2K | 0.16% | 71 |
|
|
2020
Q3 | $235K | Buy |
+6,049
| New | +$235K | 0.18% | 67 |
|
|
2020
Q1 | – | Sell |
-6,749
| Closed | -$400K | – | 69 |
|
|
2019
Q4 | $400K | Buy |
+6,749
| New | +$400K | 0.41% | 53 |
|