Capital Advisors Wealth Management’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 | $437K | Hold |
4,514
| – | – | 0.07% | 124 |
|
|
2025
Q1 | $408K | Hold |
4,514
| – | – | 0.07% | 118 |
|
|
2024
Q4 | $383K | Hold |
4,514
| – | – | 0.07% | 114 |
|
|
2024
Q3 | $244K | Hold |
4,514
| – | – | 0.04% | 149 |
|
|
2024
Q2 | $208K | Sell |
4,514
-1,450
| -24% | -$66.9K | 0.04% | 152 |
|
|
2024
Q1 | $232K | Sell |
5,964
-500
| -8% | -$19.4K | 0.05% | 135 |
|
|
2023
Q4 | $287K | Hold |
6,464
| – | – | 0.07% | 107 |
|
|
2023
Q3 | $277K | Sell |
6,464
-500
| -7% | -$21.5K | 0.07% | 105 |
|
|
2023
Q2 | $262K | Hold |
6,964
| – | – | 0.07% | 105 |
|
|
2023
Q1 | $251K | Buy |
+6,964
| New | +$251K | 0.07% | 110 |
|