Diversify Wealth Management’s Coastal Financial CCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Sell |
8,345
-2,463
| -23% | -$254K | 0.05% | 295 |
|
|
2025
Q1 | $942K | Sell |
10,808
-3,275
| -23% | -$286K | 0.07% | 252 |
|
|
2024
Q4 | $1.12M | Sell |
14,083
-1,647
| -10% | -$131K | 0.09% | 202 |
|
|
2024
Q3 | $943K | Sell |
15,730
-1,322
| -8% | -$79.3K | 0.09% | 200 |
|
|
2024
Q2 | $809K | Buy |
+17,052
| New | +$809K | 0.1% | 191 |
|