Rothschild Investment LLC’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Sell |
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|
2025
Q1 | $471K | Sell |
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|
2024
Q4 | $537K | Buy |
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|
2024
Q3 | $501K | Sell |
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|
2024
Q2 | $437K | Sell |
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|
2024
Q1 | $493K | Buy |
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|
2023
Q4 | $475K | Buy |
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|
2023
Q3 | $341K | Sell |
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|
2023
Q2 | $497K | Buy |
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|
2023
Q1 | $541K | Buy |
|
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|
2022
Q4 | $654K | Sell |
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|
2022
Q3 | $615K | Sell |
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|
2022
Q2 | $728K | Buy |
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|
2022
Q1 | $837K | Sell |
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|
2021
Q4 | $895K | Sell |
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|
2021
Q3 | $966K | Buy |
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|
2021
Q2 | $855K | Buy |
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|
2021
Q1 | $806K | Buy |
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|
2020
Q4 | $529K | Sell |
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|
2020
Q3 | $450K | Sell |
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|
2020
Q2 | $470K | Sell |
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|
2020
Q1 | $486K | Sell |
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|
2019
Q4 | $841K | Sell |
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|
2019
Q3 | $790K | Hold |
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|
2019
Q2 | $748K | Hold |
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|
2019
Q1 | $688K | Sell |
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|
2018
Q4 | $662K | Sell |
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|
2018
Q3 | $784K | Sell |
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|
2018
Q2 | $980K | Sell |
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|
2018
Q1 | $1M | Sell |
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|
2017
Q4 | $1.81M | Sell |
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|
2017
Q3 | $1.84M | Sell |
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|
2017
Q2 | $1.85M | Sell |
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|
2017
Q1 | $1.84M | Sell |
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|
2016
Q4 | $1.84M | Sell |
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|
2016
Q3 | $1.55M | Sell |
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|
2016
Q2 | $1.47M | Sell |
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|
2016
Q1 | $1.49M | Buy |
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|
2015
Q4 | $1.57M | Buy |
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|
2015
Q3 | $1.45M | Buy |
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|
2015
Q2 | $1.42M | Buy |
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|
2015
Q1 | $1.41M | Sell |
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|
2014
Q4 | $1.47M | Sell |
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|
2014
Q3 | $1.39M | Sell |
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|
2014
Q2 | $1.44M | Sell |
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|
2014
Q1 | $1.46M | Buy |
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|
2013
Q4 | $971K | Buy |
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|
2013
Q3 | $845K | Buy |
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|
2013
Q2 | $484K | Buy |
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