Lee Financial’s Texas Capital Bancshares TCBI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-150
| Closed | -$8K | – | 538 |
|
2019
Q1 | $8K | Hold |
150
| – | – | ﹤0.01% | 377 |
|
2018
Q4 | $8K | Buy |
150
+25
| +20% | +$1.33K | ﹤0.01% | 325 |
|
2018
Q3 | $10K | Buy |
125
+30
| +32% | +$2.4K | ﹤0.01% | 332 |
|
2018
Q2 | $9K | Hold |
95
| – | – | ﹤0.01% | 515 |
|
2018
Q1 | $9K | Hold |
95
| – | – | ﹤0.01% | 506 |
|
2017
Q4 | $8K | Hold |
95
| – | – | ﹤0.01% | 386 |
|
2017
Q3 | $8K | Sell |
95
-5
| -5% | -$421 | ﹤0.01% | 379 |
|
2017
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 363 |
|
2017
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 313 |
|
2016
Q4 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 329 |
|