Charles Schwab’s Third Coast Bancshares TCBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
38,734
+4,636
| +14% | +$151K | ﹤0.01% | 2826 |
|
|
2025
Q1 | $1.14M | Hold |
34,098
| – | – | ﹤0.01% | 2795 |
|
|
2024
Q4 | $1.16M | Buy |
34,098
+942
| +3% | +$32K | ﹤0.01% | 2860 |
|
|
2024
Q3 | $888K | Hold |
33,156
| – | – | ﹤0.01% | 2951 |
|
|
2024
Q2 | $705K | Sell |
33,156
-1,832
| -5% | -$39K | ﹤0.01% | 3053 |
|
|
2024
Q1 | $700K | Sell |
34,988
-1,494
| -4% | -$29.9K | ﹤0.01% | 2902 |
|
|
2023
Q4 | $725K | Hold |
36,482
| – | – | ﹤0.01% | 2940 |
|
|
2023
Q3 | $624K | Buy |
36,482
+10
| +0% | +$171 | ﹤0.01% | 2962 |
|
|
2023
Q2 | $579K | Buy |
36,472
+1,372
| +4% | +$21.8K | ﹤0.01% | 2979 |
|
|
2023
Q1 | $551K | Hold |
35,100
| – | – | ﹤0.01% | 2918 |
|
|
2022
Q4 | $647K | Buy |
35,100
+851
| +2% | +$15.7K | ﹤0.01% | 2915 |
|
|
2022
Q3 | $586K | Buy |
34,249
+6,172
| +22% | +$106K | ﹤0.01% | 2955 |
|
|
2022
Q2 | $615K | Buy |
28,077
+19,028
| +210% | +$417K | ﹤0.01% | 2990 |
|
|
2022
Q1 | $210K | Buy |
9,049
+1,367
| +18% | +$31.7K | ﹤0.01% | 3297 |
|
|
2021
Q4 | $200K | Buy |
+7,682
| New | +$200K | ﹤0.01% | 3360 |
|