AssetMark Inc’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 | $6.01K | Sell |
62
-15
| -19% | -$1.45K | ﹤0.01% | 2084 |
|
|
2025
Q1 | $6.96K | Sell |
77
-11
| -13% | -$995 | ﹤0.01% | 1922 |
|
|
2024
Q4 | $7.47K | Sell |
88
-5
| -5% | -$425 | ﹤0.01% | 1848 |
|
|
2024
Q3 | $5.02K | Hold |
93
| – | – | ﹤0.01% | 1734 |
|
|
2024
Q2 | $4.29K | Buy |
+93
| New | +$4.29K | ﹤0.01% | 1625 |
|