CA
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Clearstead Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Clearstead Advisors’s Portfolio TCBI Stock Details TCBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$949 Sell
10
-165
-94% -$16.1K ﹤0.01% 2050
2025
Q4 		$15.8K Sell
175
-87
-33% -$7.64K ﹤0.01% 1779
2025
Q3 		$22.1K Buy
262
+221
+539% +$18.9K ﹤0.01% 1603
2025
Q2 		$3.26K Buy
41
+30
+273% +$2.15K ﹤0.01% 2220
2025
Q1 		$822 Buy
+11
New +$855 ﹤0.01% 2012

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VCM
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