IFP Advisors’s Texas Capital Bancshares TCBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9K | Buy |
+226
| New | +$17.9K | ﹤0.01% | 2606 |
|
|
2025
Q1 | – | Sell |
-4
| Closed | -$313 | – | 4679 |
|
|
2024
Q4 | $313 | Buy |
+4
| New | +$313 | ﹤0.01% | 3553 |
|
|
2023
Q4 | – | Sell |
-159
| Closed | -$9.37K | – | 3340 |
|
|
2023
Q3 | $9.37K | Buy |
+159
| New | +$9.37K | ﹤0.01% | 2277 |
|
|
2023
Q1 | – | Sell |
-434
| Closed | -$45K | – | 4334 |
|
|
2022
Q4 | $45K | Buy |
434
+23
| +6% | +$2.39K | ﹤0.01% | 2320 |
|
|
2022
Q3 | $43K | Buy |
411
+47
| +13% | +$4.92K | ﹤0.01% | 2493 |
|
|
2022
Q2 | $36K | Hold |
364
| – | – | ﹤0.01% | 2404 |
|
|
2022
Q1 | $36K | Buy |
+364
| New | +$36K | ﹤0.01% | 2404 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4477 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4263 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4146 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3960 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3818 |
|
|
2020
Q2 | – | Sell |
-14
| Closed | – | – | 3642 |
|
|
2020
Q1 | $0 | Sell |
14
-45
| -76% | – | ﹤0.01% | 3571 |
|
|
2019
Q4 | $4K | Buy |
59
+32
| +119% | +$2.17K | ﹤0.01% | 2282 |
|
|
2019
Q3 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 2916 |
|
|
2019
Q1 | – | Sell |
-74
| Closed | -$4K | – | 3295 |
|
|
2018
Q4 | $4K | Sell |
74
-76
| -51% | -$4.11K | ﹤0.01% | 2915 |
|
|
2018
Q3 | $12K | Sell |
150
-372
| -71% | -$29.8K | ﹤0.01% | 2727 |
|
|
2018
Q2 | $48K | Sell |
522
-338
| -39% | -$31.1K | ﹤0.01% | 1924 |
|
|
2018
Q1 | $76K | Hold |
860
| – | – | ﹤0.01% | 1550 |
|
|
2017
Q4 | $76K | Buy |
860
+800
| +1,333% | +$70.7K | ﹤0.01% | 1546 |
|
|
2017
Q3 | $5K | Sell |
60
-23
| -28% | -$1.92K | ﹤0.01% | 3377 |
|
|
2017
Q2 | $6K | Sell |
83
-550
| -87% | -$39.8K | ﹤0.01% | 3289 |
|
|
2017
Q1 | $53K | Buy |
633
+415
| +190% | +$34.7K | ﹤0.01% | 1878 |
|
|
2016
Q4 | $17K | Hold |
218
| – | – | ﹤0.01% | 2555 |
|
|
2016
Q3 | $12K | Buy |
218
+53
| +32% | +$2.92K | ﹤0.01% | 2712 |
|
|
2016
Q2 | $8K | Buy |
+165
| New | +$8K | ﹤0.01% | 2876 |
|
|
2016
Q1 | – | Sell |
-165
| Closed | -$8K | – | 3337 |
|
|
2015
Q4 | $8K | Buy |
+165
| New | +$8K | ﹤0.01% | 2694 |
|