Ashton Thomas Private Wealth’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 | $324K | Sell |
|
|||||
|
2025
Q2 | $304K | Sell |
|
|||||
|
2025
Q1 | $316K | Sell |
|
|||||
|
2024
Q4 | $374K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $227K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $251K | Hold |
|
|||||
|
2022
Q3 | $210K | Hold |
|
|||||
|
2022
Q2 | $201K | Hold |
|
|||||
|
2022
Q1 | $242K | Hold |
|
|||||
|
2021
Q4 | $267K | Buy |
|