Geneos Wealth Management’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 | $1.59K | Sell |
20
-31
| -61% | -$2.46K | ﹤0.01% | 2871 |
|
|
2025
Q1 | $3.81K | Buy |
51
+33
| +183% | +$2.47K | ﹤0.01% | 2825 |
|
|
2024
Q4 | $1.41K | Hold |
18
| – | – | ﹤0.01% | 2688 |
|
|
2024
Q3 | $1.29K | Buy |
+18
| New | +$1.29K | ﹤0.01% | 2391 |
|
|
2021
Q4 | – | Sell |
-50
| Closed | -$3K | – | 2874 |
|
|
2021
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 2595 |
|
|
2021
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 2601 |
|
|
2021
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 2828 |
|
|
2020
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 2645 |
|
|
2020
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 2570 |
|
|
2020
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2510 |
|
|
2020
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 2423 |
|
|
2019
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 2404 |
|
|
2019
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 2330 |
|
|
2019
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 2258 |
|
|
2019
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 2267 |
|
|
2018
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 2233 |
|
|
2018
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 2134 |
|
|
2018
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 1996 |
|
|
2018
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 1917 |
|
|
2017
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 1895 |
|
|
2017
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 1842 |
|
|
2017
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 1869 |
|
|
2017
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 1759 |
|
|
2016
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 1789 |
|
|
2016
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1812 |
|