Allworth Financial’s Texas Capital Bancshares TCBI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$102K	Buy	1,077 +153	+17%	+$14.9K	﹤0.01%	1825
2025 Q4	$83.7K	Buy	924 +278	+43%	+$24.4K	﹤0.01%	1861
2025 Q3	$54.6K	Buy	646 +427	+195%	+$36.5K	﹤0.01%	2041
2025 Q2	$17.4K	Buy	219 +195	+813%	+$14K	﹤0.01%	2606
2025 Q1	$1.64K	Buy	24 +10	+71%	+$777	﹤0.01%	3280
2024 Q4	$1.13K	Sell	14 -27	-66%	-$2.19K	﹤0.01%	3358
2024 Q3	$2.93K	Buy	41 +4	+11%	+$262	﹤0.01%	2791
2024 Q2	$2.44K	Sell	37 -3	-8%	-$177	﹤0.01%	2836
2024 Q1	$2.46K	Sell	40 -18	-31%	-$1.09K	﹤0.01%	2735
2023 Q4	$3.75K	Buy	58 +20	+53%	+$1.15K	﹤0.01%	2391
2023 Q3	$2.24K	Buy	+38	New	+$2.3K	﹤0.01%	2488
2022 Q4	–	Sell	-2	Closed	–	–	3189
2022 Q3	$0	Sell	2 -1	-33%	-$59	﹤0.01%	3096
2022 Q2	$0	Hold	3	–	–	﹤0.01%	2804
2022 Q1	$0	Buy	+3	New	+$192	﹤0.01%	2375