Johnson Financial Group Inc (Wisconsin)’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
2025 Q2	–	Sell	-4,785	Closed	-$358K	–	898
2025 Q1	$358K	Buy	4,785 +4,742	+11,028%	+$369K	0.02%	265
2024 Q4	$3.4K	Sell	43 -5,904	-99%	-$478K	﹤0.01%	766
2024 Q3	$425K	Buy	5,947 +285	+5%	+$18.7K	0.02%	253
2024 Q2	$346K	Sell	5,662 -3,363	-37%	-$199K	0.02%	251
2024 Q1	$555K	Buy	+9,025	New	+$546K	0.03%	179
2017 Q2	–	Sell	-275	Closed	-$23K	–	633
2017 Q1	$23K	Hold	275	–	–	﹤0.01%	501
2016 Q4	$22K	Buy	275 +150	+120%	+$10.1K	﹤0.01%	507
2016 Q3	$7K	Sell	125 -175	-58%	-$8.82K	﹤0.01%	620
2016 Q2	$14K	Sell	300 -6	-2%	-$269	﹤0.01%	640
2016 Q1	$12K	Sell	306 -150	-33%	-$5.55K	﹤0.01%	592
2015 Q4	$22K	Sell	456 -944	-67%	-$51.5K	﹤0.01%	521
2015 Q3	$73K	Hold	1,400	–	–	0.02%	404
2015 Q2	$87K	Hold	1,400	–	–	0.02%	402
2015 Q1	$68K	Hold	1,400	–	–	0.01%	462
2014 Q4	$76K	Sell	1,400 -1,575	-53%	-$89.3K	0.02%	420
2014 Q3	$171K	Hold	2,975	–	–	0.04%	250
2014 Q2	$161K	Buy	2,975 +2,000	+205%	+$112K	0.04%	264
2014 Q1	$63K	Sell	975 -225	-19%	-$13.9K	0.02%	333
2013 Q4	$75K	Sell	1,200 -3,150	-72%	-$168K	0.02%	316
2013 Q3	$200K	Sell	4,350 -400	-8%	-$18.4K	0.06%	206
2013 Q2	$211K	Buy	+4,750	New	+$203K	0.06%	203