Pathstone Family Office’s Texas Capital Bancshares TCBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $214K | Buy |
+3,626
| New | +$214K | ﹤0.01% | 1475 |
|
|
2023
Q1 | – | Sell |
-6,902
| Closed | -$410K | – | 1466 |
|
|
2022
Q4 | $410K | Sell |
6,902
-8
| -0.1% | -$475 | ﹤0.01% | 1180 |
|
|
2022
Q3 | $408K | Buy |
+6,910
| New | +$408K | ﹤0.01% | 1147 |
|
|
2019
Q2 | – | Sell |
-38
| Closed | -$2K | – | 878 |
|
|
2019
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 805 |
|
|
2018
Q4 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 475 |
|