Allworth Financial’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.9K | Buy |
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|
2025
Q2 | $14.4K | Buy |
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|
2025
Q1 | $12.4K | Buy |
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|
2024
Q4 | $10.6K | Sell |
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|
2024
Q3 | $7.02K | Hold |
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|
2024
Q2 | $6.6K | Hold |
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|
2024
Q1 | $5.05K | Hold |
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|
2023
Q4 | $5.77K | Sell |
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|
2023
Q3 | $12.7K | Hold |
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|
2023
Q2 | $11.2K | Sell |
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|
2023
Q1 | $18.2K | Buy |
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