Cox Capital Management’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 | $5.1M | Sell |
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|
2025
Q2 | $4.57M | Sell |
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|
2025
Q1 | $4.34M | Sell |
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|
2024
Q4 | $4.13M | Buy |
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|
2024
Q3 | $1.82M | Sell |
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|
2024
Q2 | $1.58M | Sell |
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|
2024
Q1 | $1.4M | Buy |
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|
2023
Q4 | $1.57M | Buy |
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|
2023
Q3 | $846K | Buy |
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|
2023
Q2 | $642K | Buy |
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|
2023
Q1 | $599K | Buy |
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|
2022
Q4 | $783K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $202K | Buy |
|