Ameritas Investment Partners’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 | $123K | Hold |
1,266
| – | – | ﹤0.01% | 1609 |
|
|
2025
Q1 | $114K | Buy |
1,266
+190
| +18% | +$17.2K | ﹤0.01% | 1609 |
|
|
2024
Q4 | $91.4K | Hold |
1,076
| – | – | ﹤0.01% | 1833 |
|
|
2024
Q3 | $58.1K | Hold |
1,076
| – | – | ﹤0.01% | 2099 |
|
|
2024
Q2 | $49.6K | Hold |
1,076
| – | – | ﹤0.01% | 2145 |
|
|
2024
Q1 | $41.8K | Hold |
1,076
| – | – | ﹤0.01% | 2249 |
|
|
2023
Q4 | $47.8K | Hold |
1,076
| – | – | ﹤0.01% | 2192 |
|
|
2023
Q3 | $46.2K | Buy |
1,076
+336
| +45% | +$14.4K | ﹤0.01% | 2150 |
|
|
2023
Q2 | $27.9K | Hold |
740
| – | – | ﹤0.01% | 2378 |
|
|
2023
Q1 | $26.6K | Hold |
740
| – | – | ﹤0.01% | 2341 |
|
|
2022
Q4 | $32K | Hold |
740
| – | – | ﹤0.01% | 2327 |
|
|
2022
Q3 | $29K | Hold |
740
| – | – | ﹤0.01% | 2316 |
|
|
2022
Q2 | $28K | Hold |
740
| – | – | ﹤0.01% | 2354 |
|
|
2022
Q1 | $34K | Hold |
740
| – | – | ﹤0.01% | 2275 |
|
|
2021
Q4 | $37K | Buy |
740
+210
| +40% | +$10.5K | ﹤0.01% | 2315 |
|
|
2021
Q3 | $17K | Hold |
530
| – | – | ﹤0.01% | 2767 |
|
|
2021
Q2 | $15K | Hold |
530
| – | – | ﹤0.01% | 2846 |
|
|
2021
Q1 | $14K | Hold |
530
| – | – | ﹤0.01% | 2707 |
|
|
2020
Q4 | $11K | Hold |
530
| – | – | ﹤0.01% | 2737 |
|
|
2020
Q3 | $6K | Hold |
530
| – | – | ﹤0.01% | 2911 |
|
|
2020
Q2 | $8K | Hold |
530
| – | – | ﹤0.01% | 2808 |
|
|
2020
Q1 | $6K | Hold |
530
| – | – | ﹤0.01% | 2739 |
|
|
2019
Q4 | $9K | Hold |
530
| – | – | ﹤0.01% | 2763 |
|
|
2019
Q3 | $8K | Hold |
530
| – | – | ﹤0.01% | 2803 |
|
|
2019
Q2 | $8K | Hold |
530
| – | – | ﹤0.01% | 2855 |
|
|
2019
Q1 | $9K | Hold |
530
| – | – | ﹤0.01% | 2725 |
|
|
2018
Q4 | $8K | Hold |
530
| – | – | ﹤0.01% | 2737 |
|
|
2018
Q3 | $9K | Buy |
+530
| New | +$9K | ﹤0.01% | 2857 |
|