TFO Wealth Partners’s Texas Capital Bancshares TCBI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2
| Closed | -$123 | – | 665 |
|
2024
Q1 | $123 | Hold |
2
| – | – | ﹤0.01% | 598 |
|
2023
Q4 | $129 | Hold |
2
| – | – | ﹤0.01% | 754 |
|
2023
Q3 | $103 | Hold |
2
| – | – | ﹤0.01% | 973 |
|
2023
Q2 | $103 | Hold |
2
| – | – | ﹤0.01% | 661 |
|
2023
Q1 | $98 | Sell |
2
-6
| -75% | -$294 | ﹤0.01% | 650 |
|
2022
Q4 | $985 | Buy |
+8
| New | +$985 | ﹤0.01% | 373 |
|