Allworth Financial’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4K | Buy |
149
+9
| +6% | +$872 | ﹤0.01% | 2707 |
|
|
2025
Q1 | $12.4K | Buy |
140
+13
| +10% | +$1.15K | ﹤0.01% | 2326 |
|
|
2024
Q4 | $10.6K | Sell |
127
-3
| -2% | -$250 | ﹤0.01% | 2410 |
|
|
2024
Q3 | $7.02K | Hold |
130
| – | – | ﹤0.01% | 2417 |
|
|
2024
Q2 | $6.6K | Hold |
130
| – | – | ﹤0.01% | 2390 |
|
|
2024
Q1 | $5.05K | Hold |
130
| – | – | ﹤0.01% | 2403 |
|
|
2023
Q4 | $5.77K | Sell |
130
-167
| -56% | -$7.42K | ﹤0.01% | 2212 |
|
|
2023
Q3 | $12.7K | Hold |
297
| – | – | ﹤0.01% | 1753 |
|
|
2023
Q2 | $11.2K | Sell |
297
-209
| -41% | -$7.87K | ﹤0.01% | 1826 |
|
|
2023
Q1 | $18.2K | Buy |
+506
| New | +$18.2K | ﹤0.01% | 1505 |
|