LRI Investments’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 | $217K | Buy |
4,803
+68
| +1% | +$3.08K | 0.02% | 272 |
|
|
2025
Q1 | $200K | Sell |
4,735
-2,731
| -37% | -$115K | 0.02% | 263 |
|
|
2024
Q4 | $357K | Sell |
7,466
-574
| -7% | -$27.5K | 0.03% | 181 |
|
|
2024
Q3 | $404K | Buy |
8,040
+1,383
| +21% | +$69.6K | 0.04% | 176 |
|
|
2024
Q2 | $264K | Buy |
6,657
+5,972
| +872% | +$237K | 0.03% | 200 |
|
|
2024
Q1 | $30.6K | Buy |
+685
| New | +$30.6K | 0.01% | 323 |
|