Beacon Pointe Advisors’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	$1.45M	Buy	15,236 +3	+0%	+$293	0.01%	852
2025 Q4	$1.38M	Buy	15,233 +3	+0%	+$263	0.01%	722
2025 Q3	$1.29M	Sell	15,230 -3,595	-19%	-$307K	0.01%	672
2025 Q2	$1.49M	Hold	18,825	–	–	0.02%	549
2025 Q1	$1.41M	Hold	18,825	–	–	0.02%	550
2024 Q4	$1.47M	Buy	18,825 +350	+2%	+$28.4K	0.02%	536
2024 Q3	$1.32M	Sell	18,475 -880	-5%	-$57.6K	0.02%	562
2024 Q2	$1.18M	Sell	19,355 -1,950	-9%	-$115K	0.01%	597
2024 Q1	$1.31M	Hold	21,305	–	–	0.01%	601
2023 Q4	$1.38M	Buy	21,305 +1,600	+8%	+$92.2K	0.02%	578
2023 Q3	$1.16M	Buy	+19,705	New	+$1.19M	0.01%	586
2023 Q2	–	Sell	-4,475	Closed	-$219K	–	1185
2023 Q1	$219K	Sell	4,475 -45	-1%	-$2.76K	﹤0.01%	1031
2022 Q4	$273K	Sell	4,520 -39	-0.9%	-$2.3K	0.01%	898
2022 Q3	$268K	Buy	4,559 +62	+1%	+$3.67K	0.01%	834
2022 Q2	$237K	Sell	4,497 -93	-2%	-$4.99K	0.01%	914
2022 Q1	$263K	Buy	+4,590	New	+$293K	﹤0.01%	1027
2021 Q4	–	Sell	-4,475	Closed	-$269K	–	1001
2021 Q3	$269K	Buy	+4,475	New	+$279K	0.01%	748