Rice Partnership’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 | $4.41M | Hold |
97,551
| – | – | 0.77% | 33 |
|
|
2025
Q1 | $4.12M | Sell |
97,551
-172
| -0.2% | -$7.26K | 0.85% | 32 |
|
|
2024
Q4 | $4.67M | Sell |
97,723
-67,660
| -41% | -$3.24M | 0.89% | 34 |
|
|
2024
Q3 | $7.56M | Buy |
165,383
+69
| +0% | +$3.16K | 1.52% | 19 |
|
|
2024
Q2 | $6.56M | Buy |
165,314
+103
| +0.1% | +$4.09K | 1.43% | 21 |
|
|
2024
Q1 | $7.38M | Sell |
165,211
-900
| -0.5% | -$40.2K | 1.74% | 19 |
|
|
2023
Q4 | $7.19M | Hold |
166,111
| – | – | 1.88% | 17 |
|
|
2023
Q3 | $5.49M | Sell |
166,111
-15,080
| -8% | -$499K | 1.55% | 22 |
|
|
2023
Q2 | $5.99M | Hold |
181,191
| – | – | 1.64% | 17 |
|
|
2023
Q1 | $6.53M | Hold |
181,191
| – | – | 1.96% | 15 |
|
|
2022
Q4 | $7.9M | Hold |
181,191
| – | – | 2.49% | 13 |
|
|
2022
Q3 | $7.31M | Buy |
+181,191
| New | +$7.31M | 2.35% | 12 |
|