Covestor’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 | $2K | Sell |
24
-3
| -11% | -$250 | ﹤0.01% | 1828 |
|
|
2025
Q1 | $2K | Sell |
27
-26
| -49% | -$1.93K | ﹤0.01% | 1819 |
|
|
2024
Q4 | $5K | Buy |
53
+31
| +141% | +$2.93K | ﹤0.01% | 1709 |
|
|
2024
Q3 | $1K | Buy |
22
+1
| +5% | +$45 | ﹤0.01% | 1912 |
|
|
2024
Q2 | $1K | Buy |
21
+3
| +17% | +$143 | ﹤0.01% | 1947 |
|
|
2024
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1920 |
|
|
2023
Q2 | – | Sell |
-3
| Closed | – | – | 2158 |
|
|
2023
Q1 | $0 | Buy |
3
+1
| +50% | – | ﹤0.01% | 2059 |
|
|
2022
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 2097 |
|
|
2022
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2029 |
|