EverSource Wealth Advisors’s Texas Capital Bancshares TCBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.2K | Buy |
746
+611
| +453% | +$48.5K | ﹤0.01% | 1502 |
|
|
2025
Q1 | $10.1K | Buy |
135
+121
| +864% | +$9.04K | ﹤0.01% | 2105 |
|
|
2024
Q4 | $1.1K | Buy |
+14
| New | +$1.1K | ﹤0.01% | 2932 |
|
|
2023
Q1 | – | Sell |
-21
| Closed | -$1.27K | – | 2530 |
|
|
2022
Q4 | $1.27K | Hold |
21
| – | – | ﹤0.01% | 2032 |
|
|
2022
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1893 |
|