SI
Stephens Inc’s Texas Capital Bancshares TCBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $993K | Hold |
12,500
| – | – | 0.01% | 622 |
|
|
2025
Q1 | $934K | Hold |
12,500
| – | – | 0.01% | 632 |
|
|
2024
Q4 | $978K | Hold |
12,500
| – | – | 0.01% | 615 |
|
|
2024
Q3 | $893K | Hold |
12,500
| – | – | 0.01% | 637 |
|
|
2024
Q2 | $764K | Hold |
12,500
| – | – | 0.01% | 661 |
|
|
2024
Q1 | $769K | Hold |
12,500
| – | – | 0.01% | 652 |
|
|
2023
Q4 | $808K | Sell |
12,500
-23
| -0.2% | -$1.49K | 0.01% | 591 |
|
|
2023
Q3 | $738K | Buy |
12,523
+23
| +0.2% | +$1.36K | 0.01% | 601 |
|
|
2023
Q2 | $644K | Buy |
+12,500
| New | +$644K | 0.01% | 662 |
|
|
2022
Q2 | – | Sell |
-30,521
| Closed | -$1.75M | – | 1339 |
|
|
2022
Q1 | $1.75M | Sell |
30,521
-3,651
| -11% | -$209K | 0.03% | 452 |
|
|
2021
Q4 | $2.06M | Sell |
34,172
-5,844
| -15% | -$352K | 0.03% | 457 |
|
|
2021
Q3 | $2.4M | Buy |
+40,016
| New | +$2.4M | 0.04% | 421 |
|
|
2018
Q4 | – | Sell |
-2,500
| Closed | -$207K | – | 1181 |
|
|
2018
Q3 | $207K | Buy |
+2,500
| New | +$207K | 0.01% | 1055 |
|
|
2014
Q4 | – | Sell |
-70,243
| Closed | -$4.05M | – | 843 |
|
|
2014
Q3 | $4.05M | Buy |
70,243
+2,251
| +3% | +$130K | 0.2% | 124 |
|
|
2014
Q2 | $3.67M | Buy |
67,992
+4,108
| +6% | +$222K | 0.18% | 137 |
|
|
2014
Q1 | $4.15M | Buy |
+63,884
| New | +$4.15M | 0.23% | 101 |
|