Beacon Pointe Advisors’s Texas Capital Bancshares TCBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Hold |
18,825
| – | – | 0.02% | 547 |
|
|
2025
Q1 | $1.41M | Hold |
18,825
| – | – | 0.02% | 547 |
|
|
2024
Q4 | $1.47M | Buy |
18,825
+350
| +2% | +$27.4K | 0.02% | 534 |
|
|
2024
Q3 | $1.32M | Sell |
18,475
-880
| -5% | -$62.9K | 0.02% | 561 |
|
|
2024
Q2 | $1.18M | Sell |
19,355
-1,950
| -9% | -$119K | 0.01% | 594 |
|
|
2024
Q1 | $1.31M | Hold |
21,305
| – | – | 0.01% | 598 |
|
|
2023
Q4 | $1.38M | Buy |
21,305
+1,600
| +8% | +$103K | 0.02% | 572 |
|
|
2023
Q3 | $1.16M | Buy |
+19,705
| New | +$1.16M | 0.01% | 582 |
|
|
2023
Q2 | – | Sell |
-4,475
| Closed | -$219K | – | 1175 |
|
|
2023
Q1 | $219K | Sell |
4,475
-45
| -1% | -$2.2K | ﹤0.01% | 1031 |
|
|
2022
Q4 | $273K | Sell |
4,520
-39
| -0.9% | -$2.35K | 0.01% | 898 |
|
|
2022
Q3 | $268K | Buy |
4,559
+62
| +1% | +$3.65K | 0.01% | 834 |
|
|
2022
Q2 | $237K | Sell |
4,497
-93
| -2% | -$4.9K | 0.01% | 914 |
|
|
2022
Q1 | $263K | Buy |
+4,590
| New | +$263K | ﹤0.01% | 1026 |
|
|
2021
Q4 | – | Sell |
-4,475
| Closed | -$269K | – | 1000 |
|
|
2021
Q3 | $269K | Buy |
+4,475
| New | +$269K | 0.01% | 748 |
|