Dimensional Fund Advisors’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 | $37.7M | Sell |
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|
2025
Q2 | $34.8M | Buy |
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|
2025
Q1 | $31.4M | Sell |
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|
2024
Q4 | $30.8M | Sell |
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|
2024
Q3 | $20M | Buy |
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|
2024
Q2 | $16.6M | Buy |
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|
2024
Q1 | $13.2M | Buy |
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|
2023
Q4 | $14M | Buy |
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|
2023
Q3 | $12.7M | Buy |
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|
2023
Q2 | $9.82M | Buy |
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|
2023
Q1 | $7.89M | Buy |
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|
2022
Q4 | $8.13K | Buy |
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|
2022
Q3 | $6.39M | Buy |
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|
2022
Q2 | $5.19M | Buy |
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|
2022
Q1 | $4.51M | Buy |
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|
2021
Q4 | $4.08M | Buy |
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|
2021
Q3 | $2.21M | Buy |
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|
2021
Q2 | $1.72M | Buy |
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|
2021
Q1 | $1.4M | Buy |
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|
2020
Q4 | $901K | Buy |
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|
2020
Q3 | $482K | Buy |
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|
2020
Q2 | $560K | Buy |
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|
2020
Q1 | $369K | Buy |
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|
2019
Q4 | $470K | Buy |
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