United Capital Financial Advisors’s Texas Capital Bancshares TCBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+2,580
| New | +$205K | ﹤0.01% | 1035 |
|
|
2025
Q1 | – | Sell |
-2,582
| Closed | -$202K | – | 1101 |
|
|
2024
Q4 | $202K | Buy |
+2,582
| New | +$202K | ﹤0.01% | 1011 |
|
|
2018
Q4 | – | Sell |
-2,568
| Closed | -$212K | – | 1365 |
|
|
2018
Q3 | $212K | Sell |
2,568
-2
| -0.1% | -$165 | ﹤0.01% | 1238 |
|
|
2018
Q2 | $235K | Sell |
2,570
-14
| -0.5% | -$1.28K | ﹤0.01% | 1180 |
|
|
2018
Q1 | $232K | Buy |
2,584
+13
| +0.5% | +$1.17K | ﹤0.01% | 1188 |
|
|
2017
Q4 | $229K | Hold |
2,571
| – | – | ﹤0.01% | 1203 |
|
|
2017
Q3 | $221K | Sell |
2,571
-15
| -0.6% | -$1.29K | ﹤0.01% | 1207 |
|
|
2017
Q2 | $200K | Buy |
2,586
+41
| +2% | +$3.17K | ﹤0.01% | 1211 |
|
|
2017
Q1 | $212K | Sell |
2,545
-311
| -11% | -$25.9K | ﹤0.01% | 1170 |
|
|
2016
Q4 | $224K | Buy |
+2,856
| New | +$224K | ﹤0.01% | 1139 |
|