Beacon Pointe Advisors’s American Coastal Insurance ACIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Buy |
62,372
+31,405
| +101% | +$349K | 0.01% | 785 |
|
|
2025
Q1 | $358K | Hold |
30,967
| – | – | ﹤0.01% | 944 |
|
|
2024
Q4 | $417K | Hold |
30,967
| – | – | ﹤0.01% | 880 |
|
|
2024
Q3 | $349K | Sell |
30,967
-39,108
| -56% | -$441K | ﹤0.01% | 965 |
|
|
2024
Q2 | $739K | Buy |
70,075
+36,463
| +108% | +$385K | 0.01% | 729 |
|
|
2024
Q1 | $359K | Hold |
33,612
| – | – | ﹤0.01% | 1028 |
|
|
2023
Q4 | $318K | Hold |
33,612
| – | – | ﹤0.01% | 1046 |
|
|
2023
Q3 | $247K | Buy |
33,612
+2,056
| +7% | +$15.1K | ﹤0.01% | 1141 |
|
|
2023
Q2 | $141K | Buy |
31,556
+11,181
| +55% | +$49.9K | ﹤0.01% | 1025 |
|
|
2023
Q1 | $57.5K | Hold |
20,375
| – | – | ﹤0.01% | 1116 |
|
|
2022
Q4 | $21.6K | Buy |
+20,375
| New | +$21.6K | ﹤0.01% | 1052 |
|