Carlson Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.08M | Hold |
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|
2023
Q3 | $2.98M | Hold |
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|
2023
Q2 | $2.61M | Hold |
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|
2023
Q1 | $2.5M | Hold |
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|
2022
Q4 | $3.3M | Sell |
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|
2022
Q3 | $4.64M | Hold |
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|
2022
Q2 | $4.45M | Hold |
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|
2022
Q1 | $5.34M | Sell |
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|
2021
Q4 | $6.04M | Hold |
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|
2021
Q3 | $3.8M | Hold |
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|
2021
Q2 | $3.41M | Hold |
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|
2021
Q1 | $3.13M | Hold |
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|
2020
Q4 | $2.62M | Hold |
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|
2020
Q3 | $1.46M | Hold |
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|
2020
Q2 | $1.56M | Hold |
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|
2020
Q1 | $1.49M | Hold |
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|
2019
Q4 | $1.97M | Sell |
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|
2019
Q3 | $2.3M | Sell |
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|
2019
Q2 | $3.65M | Hold |
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|
2019
Q1 | $4.01M | Hold |
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|
2018
Q4 | $3.59M | Buy |
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