Citadel Advisors’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 | $912K | Buy |
9,413
+4,979
| +112% | +$482K | ﹤0.01% | 3413 |
|
|
2025
Q1 | $401K | Sell |
4,434
-20,091
| -82% | -$1.82M | ﹤0.01% | 4191 |
|
|
2024
Q4 | $2.08M | Sell |
24,525
-11,575
| -32% | -$983K | ﹤0.01% | 2566 |
|
|
2024
Q3 | $1.95M | Buy |
36,100
+15,609
| +76% | +$843K | ﹤0.01% | 2537 |
|
|
2024
Q2 | $945K | Sell |
20,491
-10,270
| -33% | -$474K | ﹤0.01% | 3096 |
|
|
2024
Q1 | $1.2M | Buy |
30,761
+19,205
| +166% | +$746K | ﹤0.01% | 3006 |
|
|
2023
Q4 | $513K | Buy |
+11,556
| New | +$513K | ﹤0.01% | 3708 |
|
|
2023
Q3 | – | Sell |
-16,025
| Closed | -$603K | – | 5917 |
|
|
2023
Q2 | $603K | Buy |
16,025
+10,205
| +175% | +$384K | ﹤0.01% | 3467 |
|
|
2023
Q1 | $210K | Sell |
5,820
-6,528
| -53% | -$235K | ﹤0.01% | 4584 |
|
|
2022
Q4 | $587K | Sell |
12,348
-45,185
| -79% | -$2.15M | ﹤0.01% | 3709 |
|
|
2022
Q3 | $2.29M | Buy |
57,533
+38,695
| +205% | +$1.54M | ﹤0.01% | 2606 |
|
|
2022
Q2 | $718K | Buy |
18,838
+5,086
| +37% | +$194K | ﹤0.01% | 3763 |
|
|
2022
Q1 | $629K | Buy |
+13,752
| New | +$629K | ﹤0.01% | 4201 |
|