LBJ Family Wealth Advisors’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 | $1.51M | Hold |
18,981
| – | – | 0.88% | 16 |
|
|
2025
Q1 | $1.42M | Hold |
18,981
| – | – | 0.91% | 15 |
|
|
2024
Q4 | $1.48M | Sell |
18,981
-1
| -0% | -$78 | 0.88% | 16 |
|
|
2024
Q3 | $1.36M | Hold |
18,982
| – | – | 0.8% | 17 |
|
|
2024
Q2 | $1.16M | Hold |
18,982
| – | – | 0.73% | 18 |
|
|
2024
Q1 | $1.17M | Sell |
18,982
-161
| -0.8% | -$9.91K | 0.74% | 17 |
|
|
2023
Q4 | $1.24M | Hold |
19,143
| – | – | 0.86% | 15 |
|
|
2023
Q3 | $1.13M | Sell |
19,143
-2,373
| -11% | -$140K | 0.85% | 15 |
|
|
2023
Q2 | $1.11M | Hold |
21,516
| – | – | 0.77% | 17 |
|
|
2023
Q1 | $1.05M | Hold |
21,516
| – | – | 0.74% | 15 |
|
|
2022
Q4 | $1.3M | Hold |
21,516
| – | – | 0.97% | 11 |
|
|
2022
Q3 | $1.27M | Hold |
21,516
| – | – | 1.03% | 11 |
|
|
2022
Q2 | $1.13M | Hold |
21,516
| – | – | 0.85% | 12 |
|
|
2022
Q1 | $1.17M | Buy |
21,516
+312
| +1% | +$17K | 0.75% | 14 |
|
|
2021
Q4 | $1.28M | Sell |
21,204
-889
| -4% | -$53.6K | 0.74% | 14 |
|
|
2021
Q3 | $1.33M | Hold |
22,093
| – | – | 0.79% | 15 |
|
|
2021
Q2 | $1.4M | Hold |
22,093
| – | – | 0.83% | 15 |
|
|
2021
Q1 | $1.57M | Hold |
22,093
| – | – | 0.99% | 14 |
|
|
2020
Q4 | $1.32M | Sell |
22,093
-3,709
| -14% | -$221K | 0.86% | 14 |
|
|
2020
Q3 | $803K | Hold |
25,802
| – | – | 0.61% | 16 |
|
|
2020
Q2 | $797K | Buy |
25,802
+1,340
| +5% | +$41.4K | 0.64% | 16 |
|
|
2020
Q1 | $542K | Sell |
24,462
-2,523
| -9% | -$55.9K | 0.52% | 16 |
|
|
2019
Q4 | $1.53M | Hold |
26,985
| – | – | 1.06% | 13 |
|
|
2019
Q3 | $1.48M | Buy |
26,985
+3,292
| +14% | +$180K | 1.11% | 13 |
|
|
2019
Q2 | $1.39M | Hold |
23,693
| – | – | 1.03% | 14 |
|
|
2019
Q1 | $1.29M | Hold |
23,693
| – | – | 0.73% | 14 |
|
|
2018
Q4 | $1.21M | Hold |
23,693
| – | – | 1.06% | 15 |
|
|
2018
Q3 | $1.96M | Sell |
23,693
-5,320
| -18% | -$440K | 1.5% | 12 |
|
|
2018
Q2 | $2.61M | Hold |
29,013
| – | – | 2.1% | 12 |
|
|
2018
Q1 | $2.61M | Hold |
29,013
| – | – | 2.16% | 11 |
|
|
2017
Q4 | $2.58M | Sell |
29,013
-57
| -0.2% | -$5.07K | 2.12% | 11 |
|
|
2017
Q3 | $2.49M | Hold |
29,070
| – | – | 2.12% | 13 |
|
|
2017
Q2 | $2.25M | Hold |
29,070
| – | – | 2.03% | 13 |
|
|
2017
Q1 | $2.43M | Hold |
29,070
| – | – | 2.3% | 12 |
|
|
2016
Q4 | $2.28M | Buy |
+29,070
| New | +$2.28M | 2.27% | 12 |
|