Concourse Financial Group Securities’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1301 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3225 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 3221 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3267 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3279 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3230 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 3229 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3219 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3178 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3122 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2908 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2976 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 2930 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3105 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3086 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3009 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2951 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2892 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2753 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2659 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2715 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2662 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2359 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2746 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2727 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 2596 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2140 |
|