Brinker Capital Investments’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 | $5.16M | Sell |
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|
2025
Q2 | $6.12M | Buy |
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|
2025
Q1 | $5.41M | Sell |
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|
2024
Q4 | $6.99M | Sell |
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|
2024
Q3 | $4.56M | Sell |
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|
2024
Q2 | $4.17M | Sell |
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|
2024
Q1 | $3.8M | Sell |
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|
2023
Q4 | $4.29M | Sell |
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|
2023
Q3 | $4.56M | Sell |
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|
2023
Q2 | $4.3M | Sell |
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|
2023
Q1 | $4.38M | Sell |
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|
2022
Q4 | $7.67M | Sell |
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|
2022
Q3 | $7.1M | Sell |
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|
2022
Q2 | $9.32M | Sell |
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|
2022
Q1 | $12.8M | Sell |
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|
2021
Q4 | $16.1M | Sell |
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|
2021
Q3 | $10.1M | Hold |
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|
2021
Q2 | $10.1M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $11.2M | Buy |
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|
2020
Q3 | $1.7M | Buy |
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