Allworth Financial’s Texas Capital Bancshares TCBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4K | Buy |
219
+195
| +813% | +$15.5K | ﹤0.01% | 2598 |
|
|
2025
Q1 | $1.64K | Buy |
24
+10
| +71% | +$683 | ﹤0.01% | 3273 |
|
|
2024
Q4 | $1.13K | Sell |
14
-27
| -66% | -$2.18K | ﹤0.01% | 3353 |
|
|
2024
Q3 | $2.93K | Buy |
41
+4
| +11% | +$286 | ﹤0.01% | 2789 |
|
|
2024
Q2 | $2.44K | Sell |
37
-3
| -8% | -$198 | ﹤0.01% | 2836 |
|
|
2024
Q1 | $2.46K | Sell |
40
-18
| -31% | -$1.11K | ﹤0.01% | 2735 |
|
|
2023
Q4 | $3.75K | Buy |
58
+20
| +53% | +$1.29K | ﹤0.01% | 2391 |
|
|
2023
Q3 | $2.24K | Buy |
+38
| New | +$2.24K | ﹤0.01% | 2488 |
|
|
2022
Q4 | – | Sell |
-2
| Closed | – | – | 3187 |
|
|
2022
Q3 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 3094 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2804 |
|
|
2022
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2375 |
|