Northwestern Mutual Wealth Management’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 | $2.46K | Buy |
+31
| New | +$2.46K | ﹤0.01% | 3209 |
|
2024
Q4 | – | Sell |
-5,241
| Closed | -$375K | – | 3879 |
|
2024
Q3 | $375K | Sell |
5,241
-2,363
| -31% | -$169K | ﹤0.01% | 1404 |
|
2024
Q2 | $465K | Sell |
7,604
-302
| -4% | -$18.5K | ﹤0.01% | 1276 |
|
2024
Q1 | $487K | Sell |
7,906
-72
| -0.9% | -$4.43K | ﹤0.01% | 1258 |
|
2023
Q4 | $516K | Sell |
7,978
-660
| -8% | -$42.7K | ﹤0.01% | 1193 |
|
2023
Q3 | $509K | Buy |
8,638
+7,120
| +469% | +$419K | ﹤0.01% | 1148 |
|
2023
Q2 | $78.2K | Hold |
1,518
| – | – | ﹤0.01% | 1825 |
|
2023
Q1 | $74.3K | Sell |
1,518
-190
| -11% | -$9.3K | ﹤0.01% | 1797 |
|
2022
Q4 | $103K | Hold |
1,708
| – | – | ﹤0.01% | 1640 |
|
2022
Q3 | $101K | Sell |
1,708
-20
| -1% | -$1.18K | ﹤0.01% | 1639 |
|
2022
Q2 | $91K | Buy |
1,728
+20
| +1% | +$1.05K | ﹤0.01% | 1682 |
|
2022
Q1 | $97K | Hold |
1,708
| – | – | ﹤0.01% | 1724 |
|
2021
Q4 | $103K | Hold |
1,708
| – | – | ﹤0.01% | 1699 |
|
2021
Q3 | $102K | Hold |
1,708
| – | – | ﹤0.01% | 1623 |
|
2021
Q2 | $108K | Hold |
1,708
| – | – | ﹤0.01% | 1559 |
|
2021
Q1 | $121K | Buy |
1,708
+967
| +130% | +$68.5K | ﹤0.01% | 1419 |
|
2020
Q4 | $44K | Buy |
+741
| New | +$44K | ﹤0.01% | 1690 |
|
2018
Q4 | – | Sell |
-791
| Closed | -$65K | – | 2641 |
|
2018
Q3 | $65K | Buy |
+791
| New | +$65K | ﹤0.01% | 1198 |
|
2018
Q1 | – | Sell |
-801
| Closed | -$71K | – | 2417 |
|
2017
Q4 | $71K | Buy |
+801
| New | +$71K | ﹤0.01% | 1035 |
|
2017
Q1 | – | Sell |
-35
| Closed | -$3K | – | 2380 |
|
2016
Q4 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 1987 |
|
2016
Q3 | – | Sell |
-16
| Closed | -$1K | – | 1377 |
|
2016
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1979 |
|
2016
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 2043 |
|
2015
Q3 | – | Sell |
-56
| Closed | -$3K | – | 1826 |
|
2015
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 1216 |
|
2015
Q1 | $3K | Sell |
56
-70
| -56% | -$3.75K | ﹤0.01% | 1316 |
|
2014
Q4 | $7K | Buy |
126
+70
| +125% | +$3.89K | ﹤0.01% | 1202 |
|
2014
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 1135 |
|
2014
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 1113 |
|
2014
Q1 | $4K | Hold |
56
| – | – | ﹤0.01% | 1036 |
|
2013
Q4 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 1192 |
|