SIP

Stoneridge Investment Partners’s US Bancorp USB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.46M	Hold	32,153	–	–	1.1%	31
2025 Q1	$1.36M	Buy	+32,153	New	+$1.36M	1.15%	30
2022 Q3	–	Sell	-32,325	Closed	-$1.49M	–	109
2022 Q2	$1.49M	Buy	+32,325	New	+$1.49M	0.82%	40