Steward Partners Investment Advisory’s Third Coast Bancshares TCBX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.8K Hold
513
﹤0.01% 2989
2025
Q1
$17.1K Hold
513
﹤0.01% 2876
2024
Q4
$17.4K Hold
513
﹤0.01% 2864
2024
Q3
$13.1K Hold
513
﹤0.01% 2844
2024
Q2
$10.9K Sell
513
-10,000
-95% -$213K ﹤0.01% 2784
2024
Q1
$210K Sell
10,513
-20,000
-66% -$400K ﹤0.01% 1409
2023
Q4
$606K Buy
+30,513
New +$606K 0.01% 913