Edgestream Partners’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 | $9.71M | Sell |
122,288
-8,851
| -7% | -$703K | 0.27% | 78 |
|
|
2025
Q1 | $9.8M | Buy |
131,139
+29,341
| +29% | +$2.19M | 0.33% | 40 |
|
|
2024
Q4 | $7.96M | Buy |
101,798
+60,918
| +149% | +$4.76M | 0.34% | 36 |
|
|
2024
Q3 | $2.92M | Buy |
+40,880
| New | +$2.92M | 0.13% | 286 |
|
|
2024
Q2 | – | Sell |
-88,165
| Closed | -$5.43M | – | 1028 |
|
|
2024
Q1 | $5.43M | Buy |
88,165
+62,079
| +238% | +$3.82M | 0.27% | 88 |
|
|
2023
Q4 | $1.69M | Buy |
+26,086
| New | +$1.69M | 0.12% | 285 |
|
|
2022
Q1 | – | Sell |
-8,737
| Closed | -$526K | – | 629 |
|
|
2021
Q4 | $526K | Sell |
8,737
-24,326
| -74% | -$1.46M | 0.03% | 389 |
|
|
2021
Q3 | $1.98M | Sell |
33,063
-51,048
| -61% | -$3.06M | 0.12% | 239 |
|
|
2021
Q2 | $5.34M | Buy |
+84,111
| New | +$5.34M | 0.31% | 107 |
|