CBA
Coastal Bridge Advisors’s LegalZoom.com LZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
+1,237,635
| New | +$11M | 0.91% | 22 |
|
|
2025
Q1 | – | Sell |
-1,282,010
| Closed | -$9.63M | – | 342 |
|
|
2024
Q4 | $9.63M | Sell |
1,282,010
-67,941
| -5% | -$510K | 2.42% | 9 |
|
|
2024
Q3 | $8.57M | Sell |
1,349,951
-646,607
| -32% | -$4.11M | 2.12% | 10 |
|
|
2024
Q2 | $16.8M | Buy |
1,996,558
+184,696
| +10% | +$1.55M | 4.16% | 5 |
|
|
2024
Q1 | $24.2M | Sell |
1,811,862
-76,400
| -4% | -$1.02M | 5.56% | 5 |
|
|
2023
Q4 | $21.3M | Sell |
1,888,262
-11,000
| -0.6% | -$124K | 5.47% | 4 |
|
|
2023
Q3 | $20.8M | Sell |
1,899,262
-385,660
| -17% | -$4.22M | 5.57% | 4 |
|
|
2023
Q2 | $27.6M | Sell |
2,284,922
-322,292
| -12% | -$3.89M | 6.76% | 5 |
|
|
2023
Q1 | $24.5M | Buy |
2,607,214
+3,235
| +0.1% | +$30.3K | 6.18% | 5 |
|
|
2022
Q4 | $20.2M | Sell |
2,603,979
-3,132
| -0.1% | -$24.2K | 5.72% | 3 |
|
|
2022
Q3 | $22.3M | Buy |
2,607,111
+480,000
| +23% | +$4.11M | 6.01% | 3 |
|
|
2022
Q2 | $23.4M | Sell |
2,127,111
-575,000
| -21% | -$6.32M | 7.19% | 3 |
|
|
2022
Q1 | $38.2M | Sell |
2,702,111
-195,607
| -7% | -$2.77M | 8.79% | 3 |
|
|
2021
Q4 | $46.6M | Buy |
+2,897,718
| New | +$46.6M | 9.7% | 1 |
|