Capital Advisors Wealth Management’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 | $488K | Hold |
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|
2025
Q2 | $437K | Hold |
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|
2025
Q1 | $408K | Hold |
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|
2024
Q4 | $383K | Hold |
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|
2024
Q3 | $244K | Hold |
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|
2024
Q2 | $208K | Sell |
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|
2024
Q1 | $232K | Sell |
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|
2023
Q4 | $287K | Hold |
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|
2023
Q3 | $277K | Sell |
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|
2023
Q2 | $262K | Hold |
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|
2023
Q1 | $251K | Buy |
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