Cerity Partners’s Texas Capital Bancshares TCBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
24,785
+14,204
| +134% | +$1.13M | ﹤0.01% | 1225 |
|
|
2025
Q1 | $790K | Buy |
10,581
+6,805
| +180% | +$508K | ﹤0.01% | 1533 |
|
|
2024
Q4 | $282K | Sell |
3,776
-338
| -8% | -$25.3K | ﹤0.01% | 2064 |
|
|
2024
Q3 | $294K | Buy |
+4,114
| New | +$294K | ﹤0.01% | 2081 |
|
|
2019
Q2 | – | Sell |
-5,211
| Closed | -$284K | – | 580 |
|
|
2019
Q1 | $284K | Sell |
5,211
-12,626
| -71% | -$688K | 0.02% | 436 |
|
|
2018
Q4 | $911K | Sell |
17,837
-9,528
| -35% | -$487K | 0.06% | 239 |
|
|
2018
Q3 | $2.26M | Buy |
27,365
+298
| +1% | +$24.6K | 0.16% | 146 |
|
|
2018
Q2 | $2.48M | Sell |
27,067
-2,384
| -8% | -$218K | 0.18% | 131 |
|
|
2018
Q1 | $2.65M | Sell |
29,451
-415
| -1% | -$37.3K | 0.2% | 127 |
|
|
2017
Q4 | $2.66M | Buy |
29,866
+155
| +0.5% | +$13.8K | 0.18% | 126 |
|
|
2017
Q3 | $2.55M | Buy |
+29,711
| New | +$2.55M | 0.18% | 128 |
|
|
2017
Q2 | – | Sell |
-23,255
| Closed | -$1.94M | – | 430 |
|
|
2017
Q1 | $1.94M | Buy |
+23,255
| New | +$1.94M | 0.16% | 124 |
|