Keener Financial Planning’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 | $154K | Hold |
1,944
| – | – | 0.08% | 58 |
|
|
2025
Q1 | $145K | Hold |
1,944
| – | – | 0.09% | 52 |
|
|
2024
Q4 | $152K | Hold |
1,944
| – | – | 0.09% | 57 |
|
|
2024
Q3 | $138K | Hold |
1,944
| – | – | 0.09% | 52 |
|
|
2024
Q2 | $118K | Hold |
1,944
| – | – | 0.08% | 57 |
|
|
2024
Q1 | $120K | Sell |
1,944
-213
| -10% | -$13.1K | 0.08% | 57 |
|
|
2023
Q4 | $139K | Buy |
+2,157
| New | +$139K | 0.11% | 56 |
|