Corient Private Wealth’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 | $1.32M | Buy |
40,324
+22,605
| +128% | +$739K | ﹤0.01% | 1292 |
|
|
2025
Q1 | $591K | Hold |
17,719
| – | – | ﹤0.01% | 1514 |
|
|
2024
Q4 | $602K | Hold |
17,719
| – | – | ﹤0.01% | 1520 |
|
|
2024
Q3 | $474K | Hold |
17,719
| – | – | ﹤0.01% | 1738 |
|
|
2024
Q2 | $377K | Hold |
17,719
| – | – | ﹤0.01% | 1780 |
|
|
2024
Q1 | $355K | Hold |
17,719
| – | – | ﹤0.01% | 1801 |
|
|
2023
Q4 | $352K | Hold |
17,719
| – | – | ﹤0.01% | 1787 |
|
|
2023
Q3 | $303K | Hold |
17,719
| – | – | ﹤0.01% | 1744 |
|
|
2023
Q2 | $281K | Buy |
+17,719
| New | +$281K | ﹤0.01% | 1719 |
|