United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $220K | Buy |
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|
2025
Q2 | $205K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $202K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $212K | Sell |
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|
2018
Q2 | $235K | Sell |
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|
2018
Q1 | $232K | Buy |
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|
2017
Q4 | $229K | Hold |
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|
2017
Q3 | $221K | Sell |
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|
2017
Q2 | $200K | Buy |
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|
2017
Q1 | $212K | Sell |
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|
2016
Q4 | $224K | Buy |
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