Johnson Financial Group Inc (Wisconsin)’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 | – | Sell |
-4,785
| Closed | -$358K | – | 898 |
|
2025
Q1 | $358K | Buy |
4,785
+4,742
| +11,028% | +$354K | 0.02% | 265 |
|
2024
Q4 | $3.4K | Sell |
43
-5,904
| -99% | -$466K | ﹤0.01% | 766 |
|
2024
Q3 | $425K | Buy |
5,947
+285
| +5% | +$20.4K | 0.02% | 253 |
|
2024
Q2 | $346K | Sell |
5,662
-3,363
| -37% | -$206K | 0.02% | 251 |
|
2024
Q1 | $555K | Buy |
+9,025
| New | +$555K | 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% | +$12K | ﹤0.01% | 507 |
|
2016
Q3 | $7K | Sell |
125
-175
| -58% | -$9.8K | ﹤0.01% | 620 |
|
2016
Q2 | $14K | Sell |
300
-6
| -2% | -$280 | ﹤0.01% | 640 |
|
2016
Q1 | $12K | Sell |
306
-150
| -33% | -$5.88K | ﹤0.01% | 592 |
|
2015
Q4 | $22K | Sell |
456
-944
| -67% | -$45.5K | ﹤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% | -$85.5K | 0.02% | 420 |
|
2014
Q3 | $171K | Hold |
2,975
| – | – | 0.04% | 250 |
|
2014
Q2 | $161K | Buy |
2,975
+2,000
| +205% | +$108K | 0.04% | 264 |
|
2014
Q1 | $63K | Sell |
975
-225
| -19% | -$14.5K | 0.02% | 333 |
|
2013
Q4 | $75K | Sell |
1,200
-3,150
| -72% | -$197K | 0.02% | 316 |
|
2013
Q3 | $200K | Sell |
4,350
-400
| -8% | -$18.4K | 0.06% | 206 |
|
2013
Q2 | $211K | Buy |
+4,750
| New | +$211K | 0.06% | 203 |
|