Steward Partners Investment Advisory’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 | $794 | Sell |
10
-6
| -38% | -$476 | ﹤0.01% | 3906 |
|
|
2025
Q1 | $1.2K | Sell |
16
-39
| -71% | -$2.91K | ﹤0.01% | 3738 |
|
|
2024
Q4 | $4.3K | Sell |
55
-15
| -21% | -$1.17K | ﹤0.01% | 3411 |
|
|
2024
Q3 | $5K | Buy |
70
+12
| +21% | +$857 | ﹤0.01% | 3186 |
|
|
2024
Q2 | $3.55K | Sell |
58
-50
| -46% | -$3.06K | ﹤0.01% | 3144 |
|
|
2024
Q1 | $6.65K | Hold |
108
| – | – | ﹤0.01% | 2958 |
|
|
2023
Q4 | $6.98K | Sell |
108
-1,000
| -90% | -$64.6K | ﹤0.01% | 2844 |
|
|
2023
Q3 | $65.3K | Hold |
1,108
| – | – | ﹤0.01% | 1783 |
|
|
2023
Q2 | $57.1K | Hold |
1,108
| – | – | ﹤0.01% | 1825 |
|
|
2023
Q1 | $54.2K | Hold |
1,108
| – | – | ﹤0.01% | 1832 |
|
|
2022
Q4 | $66.8K | Hold |
1,108
| – | – | ﹤0.01% | 1723 |
|
|
2022
Q3 | $65K | Hold |
1,108
| – | – | ﹤0.01% | 1670 |
|
|
2022
Q2 | $58K | Hold |
1,108
| – | – | ﹤0.01% | 1735 |
|
|
2022
Q1 | $63K | Hold |
1,108
| – | – | ﹤0.01% | 1803 |
|
|
2021
Q4 | $67K | Hold |
1,108
| – | – | ﹤0.01% | 1767 |
|
|
2021
Q3 | $67K | Hold |
1,108
| – | – | ﹤0.01% | 1734 |
|
|
2021
Q2 | $70K | Sell |
1,108
-155
| -12% | -$9.79K | ﹤0.01% | 2732 |
|
|
2021
Q1 | $89.6K | Buy |
1,263
+155
| +14% | +$11K | ﹤0.01% | 1683 |
|
|
2020
Q4 | $66K | Buy |
1,108
+1,000
| +926% | +$59.6K | ﹤0.01% | 1536 |
|
|
2020
Q3 | $3K | Hold |
108
| – | – | ﹤0.01% | 2524 |
|
|
2020
Q2 | $3K | Hold |
108
| – | – | ﹤0.01% | 2417 |
|
|
2020
Q1 | $2K | Hold |
108
| – | – | ﹤0.01% | 2320 |
|
|
2019
Q4 | $6K | Hold |
108
| – | – | ﹤0.01% | 2198 |
|
|
2019
Q3 | $5K | Hold |
108
| – | – | ﹤0.01% | 2257 |
|
|
2019
Q2 | $6K | Buy |
+108
| New | +$6K | ﹤0.01% | 2176 |
|