RA
Rise Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
6,978
-902
| -11% | -$40.8K | 0.13% | 66 |
|
|
2025
Q1 | $333K | Sell |
7,880
-1,267
| -14% | -$53.5K | 0.15% | 64 |
|
|
2024
Q4 | $438K | Sell |
9,147
-134
| -1% | -$6.41K | 0.21% | 49 |
|
|
2024
Q3 | $424K | Buy |
9,281
+369
| +4% | +$16.9K | 0.2% | 52 |
|
|
2024
Q2 | $354K | Buy |
8,912
+275
| +3% | +$10.9K | 0.19% | 59 |
|
|
2024
Q1 | $386K | Buy |
8,637
+1,202
| +16% | +$53.7K | 0.21% | 51 |
|
|
2023
Q4 | $322K | Buy |
7,435
+810
| +12% | +$35.1K | 0.23% | 42 |
|
|
2023
Q3 | $219K | Buy |
6,625
+1,661
| +33% | +$54.9K | 0.17% | 54 |
|
|
2023
Q2 | $164K | Buy |
4,964
+362
| +8% | +$12K | 0.13% | 74 |
|
|
2023
Q1 | $166K | Buy |
+4,602
| New | +$166K | 0.13% | 75 |
|