RDFA
Ritter Daniher Financial Advisory’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Hold |
3,670
| – | – | 0.04% | 101 |
|
|
2025
Q1 | $155K | Sell |
3,670
-500
| -12% | -$21.1K | 0.04% | 97 |
|
|
2024
Q4 | $199K | Buy |
4,170
+50
| +1% | +$2.39K | 0.06% | 85 |
|
|
2024
Q3 | $188K | Hold |
4,120
| – | – | 0.05% | 84 |
|
|
2024
Q2 | $164K | Sell |
4,120
-450
| -10% | -$17.9K | 0.05% | 84 |
|
|
2024
Q1 | $204K | Hold |
4,570
| – | – | 0.07% | 77 |
|
|
2023
Q4 | $198K | Sell |
4,570
-900
| -16% | -$39K | 0.07% | 75 |
|
|
2023
Q3 | $181K | Hold |
5,470
| – | – | 0.08% | 72 |
|
|
2023
Q2 | $181K | Sell |
5,470
-300
| -5% | -$9.91K | 0.07% | 70 |
|
|
2023
Q1 | $208K | Hold |
5,770
| – | – | 0.09% | 66 |
|
|
2022
Q4 | $252K | Hold |
5,770
| – | – | 0.12% | 62 |
|
|
2022
Q3 | $233K | Hold |
5,770
| – | – | 0.17% | 61 |
|
|
2022
Q2 | $266K | Hold |
5,770
| – | – | 0.19% | 55 |
|
|
2022
Q1 | $307K | Sell |
5,770
-100
| -2% | -$5.32K | 0.21% | 46 |
|
|
2021
Q4 | $330K | Sell |
5,870
-50
| -0.8% | -$2.81K | 0.22% | 43 |
|
|
2021
Q3 | $352K | Hold |
5,920
| – | – | 0.26% | 40 |
|
|
2021
Q2 | $337K | Hold |
5,920
| – | – | 0.25% | 40 |
|
|
2021
Q1 | $327K | Hold |
5,920
| – | – | 0.26% | 39 |
|
|
2020
Q4 | $276K | Buy |
+5,920
| New | +$276K | 0.24% | 41 |
|