Charles Schwab’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 | $11.7M | Buy |
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|
2025
Q2 | $9.87M | Buy |
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|
2025
Q1 | $8.94M | Buy |
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|
2024
Q4 | $7.89M | Buy |
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|
2024
Q3 | $4.97M | Buy |
|
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|
2024
Q2 | $1.47M | Buy |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.35M | Hold |
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.28M | Hold |
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|
2021
Q3 | $804K | Buy |
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|
2021
Q2 | $670K | Buy |
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|
2021
Q1 | $589K | Sell |
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|
2020
Q4 | $502K | Buy |
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|
2020
Q3 | $278K | Sell |
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|
2020
Q2 | $349K | Buy |
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|
2020
Q1 | $222K | Hold |
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|
2019
Q4 | $348K | Buy |
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|
2019
Q3 | $252K | Hold |
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|
2019
Q2 | $258K | Buy |
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|
2019
Q1 | $257K | Buy |
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|
2018
Q4 | $185K | Hold |
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|
2018
Q3 | $206K | Buy |
|