Creative Planning’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 | $699K | Buy |
8,809
+817
| +10% | +$64.9K | ﹤0.01% | 2151 |
|
|
2025
Q1 | $597K | Buy |
7,992
+2,040
| +34% | +$152K | ﹤0.01% | 2126 |
|
|
2024
Q4 | $465K | Sell |
5,952
-212
| -3% | -$16.6K | ﹤0.01% | 2287 |
|
|
2024
Q3 | $440K | Buy |
+6,164
| New | +$440K | ﹤0.01% | 2212 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$15K | – | 3415 |
|
|
2017
Q2 | $15K | Buy |
200
+90
| +82% | +$6.75K | ﹤0.01% | 3336 |
|
|
2017
Q1 | $9K | Buy |
+110
| New | +$9K | ﹤0.01% | 3624 |
|
|
2016
Q3 | – | Sell |
-50
| Closed | -$2K | – | 4500 |
|
|
2016
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 3946 |
|
|
2015
Q2 | – | Sell |
-1,200
| Closed | -$58K | – | 2680 |
|
|
2015
Q1 | $58K | Buy |
1,200
+682
| +132% | +$33K | ﹤0.01% | 1917 |
|
|
2014
Q4 | $28K | Buy |
518
+458
| +763% | +$24.8K | ﹤0.01% | 2389 |
|
|
2014
Q3 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 3461 |
|