Beacon Financial Group’s Texas Capital Bancshares TCBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,745
| Closed | -$526K | – | 191 |
|
|
2018
Q2 | $526K | Buy |
5,745
+500
| +10% | +$45.8K | 0.09% | 136 |
|
|
2018
Q1 | $472K | Buy |
5,245
+900
| +21% | +$81K | 0.08% | 143 |
|
|
2017
Q4 | $386K | Hold |
4,345
| – | – | 0.07% | 150 |
|
|
2017
Q3 | $373K | Sell |
4,345
-1,150
| -21% | -$98.7K | 0.07% | 146 |
|
|
2017
Q2 | $425K | Sell |
5,495
-3,000
| -35% | -$232K | 0.08% | 136 |
|
|
2017
Q1 | $708K | Buy |
8,495
+2,750
| +48% | +$229K | 0.14% | 101 |
|
|
2016
Q4 | $450K | Sell |
5,745
-7,750
| -57% | -$607K | 0.09% | 129 |
|
|
2016
Q3 | $719K | Hold |
13,495
| – | – | 0.15% | 94 |
|
|
2016
Q2 | $616K | Sell |
13,495
-1,000
| -7% | -$45.6K | 0.13% | 103 |
|
|
2016
Q1 | $559K | Buy |
+14,495
| New | +$559K | 0.12% | 108 |
|