TCBWMS
Texas Capital Bank Wealth Management Services’s Texas Capital Bancshares TCBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Buy |
250,191
+790
| +0.3% | +$62.7K | 1.86% | 7 |
|
|
2025
Q1 | $18.6M | Buy |
249,401
+238,785
| +2,249% | +$17.8M | 1.88% | 7 |
|
|
2024
Q4 | $830K | Buy |
10,616
+4,508
| +74% | +$353K | 0.08% | 81 |
|
|
2024
Q3 | $436K | Sell |
6,108
-3,908
| -39% | -$279K | 0.04% | 128 |
|
|
2024
Q2 | $612K | Sell |
10,016
-4,704
| -32% | -$288K | 0.06% | 108 |
|
|
2024
Q1 | $906K | Sell |
14,720
-6,272
| -30% | -$386K | 0.1% | 86 |
|
|
2023
Q4 | $1.36M | Buy |
20,992
+11,181
| +114% | +$723K | 0.16% | 61 |
|
|
2023
Q3 | $578K | Buy |
9,811
+787
| +9% | +$46.4K | 0.07% | 110 |
|
|
2023
Q2 | $465K | Buy |
9,024
+2,128
| +31% | +$110K | 0.05% | 127 |
|
|
2023
Q1 | $338K | Buy |
6,896
+690
| +11% | +$33.8K | 0.04% | 137 |
|
|
2022
Q4 | $374K | Buy |
+6,206
| New | +$374K | 0.05% | 119 |
|
|
2022
Q3 | – | Sell |
-10,011
| Closed | -$527K | – | 160 |
|
|
2022
Q2 | $527K | Hold |
10,011
| – | – | 0.06% | 96 |
|
|
2022
Q1 | $574K | Buy |
10,011
+703
| +8% | +$40.3K | 0.05% | 98 |
|
|
2021
Q4 | $561K | Hold |
9,308
| – | – | 0.05% | 102 |
|
|
2021
Q3 | $559K | Buy |
+9,308
| New | +$559K | 0.06% | 94 |
|