Arcus Capital 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 | $1.23M | Buy |
12,672
+53
| +0.4% | +$5.13K | 0.53% | 37 |
|
|
2025
Q1 | $1.14M | Buy |
+12,619
| New | +$1.14M | 0.46% | 36 |
|
|
2024
Q4 | – | Sell |
-8,896
| Closed | -$480K | – | 112 |
|
|
2024
Q3 | $480K | Buy |
8,896
+700
| +9% | +$37.8K | 0.17% | 71 |
|
|
2024
Q2 | $378K | Buy |
+8,196
| New | +$378K | 0.15% | 79 |
|
|
2023
Q4 | – | Sell |
-5,200
| Closed | -$223K | – | 114 |
|
|
2023
Q3 | $223K | Sell |
5,200
-300
| -5% | -$12.9K | 0.07% | 108 |
|
|
2023
Q2 | $207K | Buy |
+5,500
| New | +$207K | 0.06% | 111 |
|