LPL 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Sell |
8,641
-108
| -1% | -$8.58K | ﹤0.01% | 4050 |
|
|
2025
Q1 | $654K | Sell |
8,749
-27
| -0.3% | -$2.02K | ﹤0.01% | 3871 |
|
|
2024
Q4 | $686K | Buy |
8,776
+382
| +5% | +$29.9K | ﹤0.01% | 3772 |
|
|
2024
Q3 | $600K | Buy |
8,394
+311
| +4% | +$22.2K | ﹤0.01% | 3782 |
|
|
2024
Q2 | $494K | Buy |
8,083
+476
| +6% | +$29.1K | ﹤0.01% | 3825 |
|
|
2024
Q1 | $468K | Buy |
7,607
+76
| +1% | +$4.68K | ﹤0.01% | 3791 |
|
|
2023
Q4 | $487K | Buy |
7,531
+56
| +0.7% | +$3.62K | ﹤0.01% | 3636 |
|
|
2023
Q3 | $440K | Buy |
+7,475
| New | +$440K | ﹤0.01% | 3565 |
|
|
2018
Q3 | – | Sell |
-2,532
| Closed | -$232K | – | 3281 |
|
|
2018
Q2 | $232K | Sell |
2,532
-32
| -1% | -$2.93K | ﹤0.01% | 2854 |
|
|
2018
Q1 | $231K | Sell |
2,564
-1
| -0% | -$90 | ﹤0.01% | 2825 |
|
|
2017
Q4 | $228K | Sell |
2,565
-296
| -10% | -$26.3K | ﹤0.01% | 2693 |
|
|
2017
Q3 | $245K | Buy |
+2,861
| New | +$245K | ﹤0.01% | 2508 |
|
|
2015
Q4 | – | Sell |
-6,427
| Closed | -$343K | – | 3242 |
|
|
2015
Q3 | $343K | Sell |
6,427
-211
| -3% | -$11.3K | ﹤0.01% | 2092 |
|
|
2015
Q2 | $401K | Buy |
6,638
+820
| +14% | +$49.5K | ﹤0.01% | 2080 |
|
|
2015
Q1 | $281K | Buy |
5,818
+1,170
| +25% | +$56.5K | ﹤0.01% | 2305 |
|
|
2014
Q4 | $253K | Buy |
4,648
+788
| +20% | +$42.9K | ﹤0.01% | 2311 |
|
|
2014
Q3 | $221K | Buy |
+3,860
| New | +$221K | ﹤0.01% | 2378 |
|