IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.1K | Sell |
307
-35
| -10% | -$3.41K | ﹤0.01% | 2570 |
|
|
2025
Q4 | $31K | Buy |
342
+69
| +25% | +$6.06K | ﹤0.01% | 2468 |
|
|
2025
Q3 | $23.1K | Buy |
273
+47
| +21% | +$4.02K | ﹤0.01% | 2512 |
|
|
2025
Q2 | $17.9K | Buy |
+226
| New | +$16.2K | ﹤0.01% | 2606 |
|
|
2025
Q1 | – | Sell |
-4
| Closed | -$313 | – | 4621 |
|
|
2024
Q4 | $313 | Buy |
+4
| New | +$324 | ﹤0.01% | 3553 |
|
|
2023
Q4 | – | Sell |
-159
| Closed | -$9.37K | – | 3336 |
|
|
2023
Q3 | $9.37K | Buy |
+159
| New | +$9.62K | ﹤0.01% | 2277 |
|
|
2023
Q1 | – | Sell |
-434
| Closed | -$45K | – | 4332 |
|
|
2022
Q4 | $45K | Buy |
434
+23
| +6% | +$1.36K | ﹤0.01% | 2320 |
|
|
2022
Q3 | $43K | Buy |
411
+47
| +13% | +$2.78K | ﹤0.01% | 2492 |
|
|
2022
Q2 | $36K | Hold |
364
| – | – | ﹤0.01% | 2403 |
|
|
2022
Q1 | $36K | Buy |
+364
| New | +$23.3K | ﹤0.01% | 2403 |
|
|
2020
Q2 | – | Sell |
-14
| Closed | -$392 | – | 2938 |
|
|
2020
Q1 | $0 | Sell |
14
-45
| -76% | -$2.09K | ﹤0.01% | 2998 |
|
|
2019
Q4 | $4K | Buy |
59
+32
| +119% | +$1.82K | ﹤0.01% | 2289 |
|
|
2019
Q3 | $1K | Buy |
+27
| New | +$1.54K | ﹤0.01% | 2931 |
|
|
2019
Q1 | – | Sell |
-74
| Closed | -$4K | – | 3324 |
|
|
2018
Q4 | $4K | Sell |
74
-76
| -51% | -$4.79K | ﹤0.01% | 2963 |
|
|
2018
Q3 | $12K | Sell |
150
-372
| -71% | -$33.7K | ﹤0.01% | 2758 |
|
|
2018
Q2 | $48K | Sell |
522
-338
| -39% | -$32.8K | ﹤0.01% | 1943 |
|
|
2018
Q1 | $76K | Hold |
860
| – | – | ﹤0.01% | 1550 |
|
|
2017
Q4 | $76K | Buy |
860
+800
| +1,333% | +$69.3K | ﹤0.01% | 1562 |
|
|
2017
Q3 | $5K | Sell |
60
-23
| -28% | -$1.79K | ﹤0.01% | 3417 |
|
|
2017
Q2 | $6K | Sell |
83
-550
| -87% | -$42.4K | ﹤0.01% | 3322 |
|
|
2017
Q1 | $53K | Buy |
633
+415
| +190% | +$34.8K | ﹤0.01% | 1891 |
|
|
2016
Q4 | $17K | Hold |
218
| – | – | ﹤0.01% | 2574 |
|
|
2016
Q3 | $12K | Buy |
218
+53
| +32% | +$2.67K | ﹤0.01% | 2728 |
|
|
2016
Q2 | $8K | Buy |
+165
| New | +$7.39K | ﹤0.01% | 2888 |
|
|
2016
Q1 | – | Sell |
-165
| Closed | -$8K | – | 3332 |
|
|
2015
Q4 | $8K | Buy |
+165
| New | +$9K | ﹤0.01% | 2709 |
|
Other funds holding TCBI
VPM
VCM
