Texas Capital Bank Wealth Management 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 | $526K | Buy |
11,617
+1,479
| +15% | +$66.9K | 0.05% | 132 |
|
2025
Q1 | $428K | Buy |
+10,138
| New | +$428K | 0.04% | 138 |
|
2023
Q4 | – | Sell |
-8,722
| Closed | -$288K | – | 226 |
|
2023
Q3 | $288K | Sell |
8,722
-1,935
| -18% | -$64K | 0.04% | 154 |
|
2023
Q2 | $352K | Sell |
10,657
-171,265
| -94% | -$5.66M | 0.04% | 144 |
|
2023
Q1 | $6.56M | Buy |
181,922
+4,394
| +2% | +$158K | 0.76% | 46 |
|
2022
Q4 | $7.74M | Sell |
177,528
-21,542
| -11% | -$939K | 0.94% | 32 |
|
2022
Q3 | $8.03M | Buy |
199,070
+18,864
| +10% | +$761K | 1.04% | 30 |
|
2022
Q2 | $8.29M | Sell |
180,206
-35,756
| -17% | -$1.65M | 0.96% | 36 |
|
2022
Q1 | $11.5M | Buy |
215,962
+14,040
| +7% | +$746K | 1.05% | 35 |
|
2021
Q4 | $11.3M | Sell |
201,922
-6,048
| -3% | -$340K | 0.98% | 36 |
|
2021
Q3 | $12.4M | Buy |
207,970
+70,923
| +52% | +$4.22M | 1.27% | 18 |
|
2021
Q2 | $7.81M | Buy |
137,047
+13,175
| +11% | +$751K | 0.98% | 25 |
|
2021
Q1 | $6.85M | Buy |
123,872
+5,186
| +4% | +$287K | 0.98% | 27 |
|
2020
Q4 | $5.53M | Buy |
118,686
+39,111
| +49% | +$1.82M | 0.81% | 35 |
|
2020
Q3 | $2.85M | Buy |
79,575
+10,195
| +15% | +$366K | 0.47% | 48 |
|
2020
Q2 | $2.56M | Buy |
69,380
+27,248
| +65% | +$1M | 0.57% | 43 |
|
2020
Q1 | $1.45M | Buy |
42,132
+6,879
| +20% | +$237K | 0.41% | 50 |
|
2019
Q4 | $2.09M | Buy |
+35,253
| New | +$2.09M | 0.46% | 44 |
|