TCI Wealth Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-106	Closed	-$5.19K	–	2016
2023 Q1	$5.19K	Buy	106 +23	+28%	+$1.41K	﹤0.01%	1501
2022 Q4	$5.01K	Buy	83 +1	+1%	+$59	﹤0.01%	1523
2022 Q3	$5K	Buy	82 +4	+5%	+$237	﹤0.01%	1522
2022 Q2	$4K	Buy	78 +3	+4%	+$161	﹤0.01%	1699
2022 Q1	$4K	Hold	75	–	–	﹤0.01%	1794
2021 Q4	$5K	Hold	75	–	–	﹤0.01%	1721
2021 Q3	$5K	Sell	75 -24	-24%	-$1.5K	﹤0.01%	1654
2021 Q2	$6K	Hold	99	–	–	﹤0.01%	1363
2021 Q1	$7K	Buy	99 +75	+313%	+$5.51K	﹤0.01%	1084
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	1456
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	1432
2020 Q2	$1K	Buy	+24	New	+$672	﹤0.01%	1360
2020 Q1	–	Sell	-36	Closed	-$2K	–	1754
2019 Q4	$2K	Hold	36	–	–	﹤0.01%	1205
2019 Q3	$2K	Hold	36	–	–	﹤0.01%	1148
2019 Q2	$2K	Hold	36	–	–	﹤0.01%	1069
2019 Q1	$2K	Hold	36	–	–	﹤0.01%	1083
2018 Q4	$2K	Hold	36	–	–	﹤0.01%	1065
2018 Q3	$3K	Hold	36	–	–	﹤0.01%	957
2018 Q2	$3K	Hold	36	–	–	﹤0.01%	972
2018 Q1	$3K	Hold	36	–	–	﹤0.01%	882
2017 Q4	$3K	Hold	36	–	–	﹤0.01%	939
2017 Q3	$3K	Hold	36	–	–	﹤0.01%	877
2017 Q2	$3K	Hold	36	–	–	﹤0.01%	913
2017 Q1	$3K	Hold	36	–	–	﹤0.01%	866
2016 Q4	$3K	Hold	36	–	–	﹤0.01%	935
2016 Q3	$2K	Hold	36	–	–	﹤0.01%	1004
2016 Q2	$2K	Buy	+36	New	+$1.61K	﹤0.01%	965