QPWM
Quadrant Private Wealth Management’s Texas Capital Bancshares TCBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
20,292
-155
| -0.8% | -$12.3K | 0.33% | 79 |
|
|
2025
Q1 | $1.53M | Hold |
20,447
| – | – | 0.38% | 72 |
|
|
2024
Q4 | $1.6M | Sell |
20,447
-137
| -0.7% | -$10.7K | 0.39% | 67 |
|
|
2024
Q3 | $1.47M | Sell |
20,584
-5
| -0% | -$357 | 0.36% | 75 |
|
|
2024
Q2 | $1.26M | Sell |
20,589
-11
| -0.1% | -$673 | 0.29% | 80 |
|
|
2024
Q1 | $1.27M | Hold |
20,600
| – | – | 0.32% | 78 |
|
|
2023
Q4 | $1.33M | Buy |
20,600
+350
| +2% | +$22.6K | 0.37% | 71 |
|
|
2023
Q3 | $1.19M | Sell |
20,250
-400
| -2% | -$23.6K | 0.4% | 65 |
|
|
2023
Q2 | $1.06M | Sell |
20,650
-1,255
| -6% | -$64.6K | 0.31% | 79 |
|
|
2023
Q1 | $1.07M | Hold |
21,905
| – | – | 0.33% | 76 |
|
|
2022
Q4 | $1.32M | Buy |
+21,905
| New | +$1.32M | 0.44% | 63 |
|
|
2022
Q2 | $1.15M | Buy |
21,750
+1,100
| +5% | +$57.9K | 0.47% | 56 |
|
|
2022
Q1 | $1.18M | Buy |
20,650
+2,800
| +16% | +$160K | 0.44% | 61 |
|
|
2021
Q4 | $1.08M | Sell |
17,850
-1,200
| -6% | -$72.3K | 0.4% | 62 |
|
|
2021
Q3 | $1.14M | Buy |
19,050
+6,600
| +53% | +$396K | 0.47% | 56 |
|
|
2021
Q2 | $790K | Hold |
12,450
| – | – | 0.32% | 75 |
|
|
2021
Q1 | $883K | Sell |
12,450
-2,000
| -14% | -$142K | 0.38% | 67 |
|
|
2020
Q4 | $860K | Sell |
14,450
-900
| -6% | -$53.6K | 0.38% | 68 |
|
|
2020
Q3 | $478K | Sell |
15,350
-1,600
| -9% | -$49.8K | 0.24% | 88 |
|
|
2020
Q2 | $523K | Buy |
+16,950
| New | +$523K | 0.3% | 75 |
|