Richardson Financial Services’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 | $227K | Sell |
4,891
-70
| -1% | -$3.25K | 0.15% | 141 |
|
|
2025
Q1 | $209K | Sell |
4,961
-30
| -0.6% | -$1.27K | 0.16% | 136 |
|
|
2024
Q4 | $241K | Sell |
4,991
-780
| -14% | -$37.6K | 0.17% | 124 |
|
|
2024
Q3 | $231K | Buy |
5,771
+300
| +5% | +$12K | 0.15% | 132 |
|
|
2024
Q2 | $217K | Sell |
5,471
-479
| -8% | -$19K | 0.16% | 130 |
|
|
2024
Q1 | $266K | Buy |
5,950
+485
| +9% | +$21.7K | 0.19% | 118 |
|
|
2023
Q4 | $237K | Buy |
+5,465
| New | +$237K | 0.21% | 113 |
|