TCBWMS
Texas Capital Bank Wealth Management Services’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.76M | Sell |
373,043
-278,054
| -43% | -$5.04M | 0.63% | 38 |
|
|
2025
Q1 | $12.1M | Buy |
651,097
+140,844
| +28% | +$2.62M | 1.22% | 12 |
|
|
2024
Q4 | $10M | Buy |
510,253
+17,510
| +4% | +$343K | 1.02% | 19 |
|
|
2024
Q3 | $7.91M | Hold |
492,743
| – | – | 0.78% | 35 |
|
|
2024
Q2 | $7.99M | Buy |
492,743
+13,821
| +3% | +$224K | 0.83% | 32 |
|
|
2024
Q1 | $7.53M | Buy |
478,922
+4,780
| +1% | +$75.2K | 0.83% | 33 |
|
|
2023
Q4 | $6.54M | Hold |
474,142
| – | – | 0.77% | 37 |
|
|
2023
Q3 | $6.65M | Sell |
474,142
-107,557
| -18% | -$1.51M | 0.84% | 36 |
|
|
2023
Q2 | $7.39M | Buy |
581,699
+300,000
| +106% | +$3.81M | 0.79% | 42 |
|
|
2023
Q1 | $3.51M | Buy |
281,699
+3,259
| +1% | +$40.6K | 0.41% | 52 |
|
|
2022
Q4 | $3.31M | Buy |
278,440
+54,743
| +24% | +$650K | 0.4% | 50 |
|
|
2022
Q3 | $2.47M | Sell |
223,697
-16,660
| -7% | -$184K | 0.32% | 55 |
|
|
2022
Q2 | $2.4M | Buy |
240,357
+9,621
| +4% | +$96K | 0.28% | 56 |
|
|
2022
Q1 | $2.58M | Sell |
230,736
-210,333
| -48% | -$2.35M | 0.24% | 55 |
|
|
2021
Q4 | $3.63M | Hold |
441,069
| – | – | 0.31% | 49 |
|
|
2021
Q3 | $4.23M | Hold |
441,069
| – | – | 0.43% | 45 |
|
|
2021
Q2 | $4.69M | Buy |
441,069
+12,659
| +3% | +$135K | 0.59% | 44 |
|
|
2021
Q1 | $3.29M | Buy |
428,410
+86,923
| +25% | +$668K | 0.47% | 46 |
|
|
2020
Q4 | $2.11M | Sell |
341,487
-37,853
| -10% | -$234K | 0.31% | 58 |
|
|
2020
Q3 | $2.06M | Buy |
379,340
+193,316
| +104% | +$1.05M | 0.34% | 57 |
|
|
2020
Q2 | $1.32M | Hold |
186,024
| – | – | 0.3% | 54 |
|
|
2020
Q1 | $856K | Buy |
186,024
+143,064
| +333% | +$658K | 0.24% | 62 |
|
|
2019
Q4 | $551K | Buy |
+42,960
| New | +$551K | 0.12% | 78 |
|