Ameriprise’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 | $1.4M | Sell |
14,503
-2,445
| -14% | -$237K | ﹤0.01% | 3098 |
|
|
2025
Q1 | $1.53M | Sell |
16,948
-13,880
| -45% | -$1.25M | ﹤0.01% | 3009 |
|
|
2024
Q4 | $2.62M | Buy |
30,828
+1,453
| +5% | +$123K | ﹤0.01% | 2762 |
|
|
2024
Q3 | $1.59M | Hold |
29,375
| – | – | ﹤0.01% | 3014 |
|
|
2024
Q2 | $1.36M | Buy |
29,375
+14,021
| +91% | +$647K | ﹤0.01% | 3028 |
|
|
2024
Q1 | $597K | Sell |
15,354
-430
| -3% | -$16.7K | ﹤0.01% | 3358 |
|
|
2023
Q4 | $701K | Sell |
15,784
-2,400
| -13% | -$107K | ﹤0.01% | 3329 |
|
|
2023
Q3 | $780K | Buy |
+18,184
| New | +$780K | ﹤0.01% | 3246 |
|