Curi RMB Capital’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
Q2 | $2.91M | Hold |
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|
2025
Q1 | $2.71M | Hold |
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|
2024
Q4 | $2.55M | Hold |
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|
2024
Q3 | $1.62M | Sell |
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|
2024
Q2 | $1.85M | Sell |
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|
2024
Q1 | $3.89M | Sell |
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|
2023
Q4 | $5.33M | Sell |
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|
2023
Q3 | $5.79M | Sell |
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|
2023
Q2 | $5.65M | Hold |
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|
2023
Q1 | $5.4M | Hold |
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|
2022
Q4 | $7.13M | Hold |
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|
2022
Q3 | $5.96M | Hold |
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|
2022
Q2 | $5.72M | Buy |
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