CFIA
Cantor Fitzgerald Investment Advisors’s Texas Capital Bancshares TCBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Hold |
5,200
| – | – | 0.03% | 159 |
|
|
2025
Q1 | $388K | Hold |
5,200
| – | – | 0.03% | 157 |
|
|
2024
Q4 | $407K | Hold |
5,200
| – | – | 0.03% | 157 |
|
|
2024
Q3 | $372K | Sell |
5,200
-1,000
| -16% | -$71.5K | 0.03% | 166 |
|
|
2024
Q2 | $379K | Sell |
6,200
-5,000
| -45% | -$306K | 0.03% | 135 |
|
|
2024
Q1 | $689K | Hold |
11,200
| – | – | 0.05% | 122 |
|
|
2023
Q4 | $724K | Buy |
+11,200
| New | +$724K | 0.06% | 119 |
|