Smith Salley Wealth Management’s Tyler Technologies TYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$857K Hold
1,445
0.05% 151
2025
Q1
$840K Sell
1,445
-28
-2% -$16.3K 0.06% 148
2024
Q4
$849K Hold
1,473
0.05% 149
2024
Q3
$860K Sell
1,473
-19
-1% -$11.1K 0.06% 150
2024
Q2
$750K Buy
1,492
+60
+4% +$30.2K 0.05% 150
2024
Q1
$609K Sell
1,432
-8
-0.6% -$3.4K 0.05% 155
2023
Q4
$602K Sell
1,440
-200
-12% -$83.6K 0.04% 168
2023
Q3
$633K Hold
1,640
0.05% 157
2023
Q2
$683K Hold
1,640
0.05% 147
2023
Q1
$582K Hold
1,640
0.05% 159
2022
Q4
$529K Sell
1,640
-267
-14% -$86.1K 0.05% 163
2022
Q3
$663K Hold
1,907
0.06% 145
2022
Q2
$634K Hold
1,907
0.05% 149
2022
Q1
$848K Sell
1,907
-1
-0.1% -$445 0.06% 150
2021
Q4
$1.03M Buy
1,908
+497
+35% +$267K 0.07% 147
2021
Q3
$647K Sell
1,411
-1,876
-57% -$860K 0.05% 174
2021
Q2
$1.49M Buy
3,287
+1
+0% +$452 0.12% 121
2021
Q1
$1.4M Hold
3,286
0.13% 107
2020
Q4
$1.43M Hold
3,286
0.15% 102
2020
Q3
$1.15M Hold
3,286
0.14% 97
2020
Q2
$1.14M Hold
3,286
0.15% 90
2020
Q1
$974K Buy
+3,286
New +$974K 0.16% 95
2019
Q3
Sell
-1,000
Closed -$216K 199
2019
Q2
$216K Hold
1,000
0.03% 178
2019
Q1
$204K Buy
+1,000
New +$204K 0.03% 167