Creative Planning’s Texas Capital Bancshares TCBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.24M | Buy |
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|
2025
Q2 | $699K | Buy |
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|
2025
Q1 | $597K | Buy |
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|
2024
Q4 | $465K | Sell |
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|
2024
Q3 | $440K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $15K | Buy |
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|
2017
Q1 | $9K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $58K | Buy |
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|
2014
Q4 | $28K | Buy |
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|
2014
Q3 | $3K | Buy |
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