Bank of America’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 | $4.47M | Buy |
46,160
+4,871
| +12% | +$472K | ﹤0.01% | 3415 |
|
|
2025
Q1 | $3.73M | Buy |
41,289
+24,547
| +147% | +$2.22M | ﹤0.01% | 3458 |
|
|
2024
Q4 | $1.42M | Buy |
16,742
+1,478
| +10% | +$125K | ﹤0.01% | 4000 |
|
|
2024
Q3 | $824K | Sell |
15,264
-10
| -0.1% | -$540 | ﹤0.01% | 4392 |
|
|
2024
Q2 | $705K | Buy |
15,274
+4,430
| +41% | +$204K | ﹤0.01% | 4377 |
|
|
2024
Q1 | $422K | Sell |
10,844
-5,839
| -35% | -$227K | ﹤0.01% | 4644 |
|
|
2023
Q4 | $741K | Buy |
16,683
+11,196
| +204% | +$497K | ﹤0.01% | 4358 |
|
|
2023
Q3 | $235K | Buy |
5,487
+1,619
| +42% | +$69.5K | ﹤0.01% | 4951 |
|
|
2023
Q2 | $146K | Sell |
3,868
-1,114
| -22% | -$41.9K | ﹤0.01% | 5198 |
|
|
2023
Q1 | $179K | Sell |
4,982
-443
| -8% | -$16K | ﹤0.01% | 5201 |
|
|
2022
Q4 | $258K | Sell |
5,425
-640
| -11% | -$30.4K | ﹤0.01% | 5066 |
|
|
2022
Q3 | $241K | Buy |
6,065
+2,574
| +74% | +$102K | ﹤0.01% | 5090 |
|
|
2022
Q2 | $133K | Sell |
3,491
-4,376
| -56% | -$167K | ﹤0.01% | 5561 |
|
|
2022
Q1 | $359K | Buy |
7,867
+1,334
| +20% | +$60.9K | ﹤0.01% | 5327 |
|
|
2021
Q4 | $331K | Buy |
6,533
+4,797
| +276% | +$243K | ﹤0.01% | 5388 |
|
|
2021
Q3 | $55K | Sell |
1,736
-179
| -9% | -$5.67K | ﹤0.01% | 6113 |
|
|
2021
Q2 | $55K | Sell |
1,915
-9,301
| -83% | -$267K | ﹤0.01% | 5983 |
|
|
2021
Q1 | $294K | Buy |
11,216
+6,616
| +144% | +$173K | ﹤0.01% | 5125 |
|
|
2020
Q4 | $97K | Buy |
4,600
+2,128
| +86% | +$44.9K | ﹤0.01% | 5265 |
|
|
2020
Q3 | $31K | Sell |
2,472
-818
| -25% | -$10.3K | ﹤0.01% | 5519 |
|
|
2020
Q2 | $48K | Buy |
3,290
+974
| +42% | +$14.2K | ﹤0.01% | 5415 |
|
|
2020
Q1 | $24K | Sell |
2,316
-1,936
| -46% | -$20.1K | ﹤0.01% | 5507 |
|
|
2019
Q4 | $70K | Buy |
4,252
+577
| +16% | +$9.5K | ﹤0.01% | 5316 |
|
|
2019
Q3 | $56K | Buy |
3,675
+479
| +15% | +$7.3K | ﹤0.01% | 5450 |
|
|
2019
Q2 | $50K | Buy |
3,196
+856
| +37% | +$13.4K | ﹤0.01% | 5526 |
|
|
2019
Q1 | $40K | Sell |
2,340
-1,896
| -45% | -$32.4K | ﹤0.01% | 5511 |
|
|
2018
Q4 | $64K | Buy |
4,236
+1,621
| +62% | +$24.5K | ﹤0.01% | 5358 |
|
|
2018
Q3 | $44K | Buy |
+2,615
| New | +$44K | ﹤0.01% | 5528 |
|