Empowered Funds’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 | $1.31M | Buy |
13,511
+1,072
| +9% | +$104K | 0.01% | 993 |
|
2025
Q1 | $1.12M | Buy |
12,439
+848
| +7% | +$76.7K | 0.02% | 953 |
|
2024
Q4 | $984K | Buy |
11,591
+507
| +5% | +$43K | 0.01% | 975 |
|
2024
Q3 | $598K | Buy |
11,084
+536
| +5% | +$28.9K | 0.01% | 1051 |
|
2024
Q2 | $487K | Buy |
+10,548
| New | +$487K | 0.01% | 1061 |
|