Fidelity Investments’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 | $35.4M | Buy |
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|
2025
Q2 | $13M | Sell |
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|
2025
Q1 | $25.3M | Buy |
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|
2024
Q4 | $309K | Buy |
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|
2024
Q3 | $71.1K | Buy |
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|
2024
Q2 | $50.2K | Buy |
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|
2024
Q1 | $35.5K | Sell |
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|
2023
Q4 | $46.6K | Buy |
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|
2023
Q3 | $27.3K | Buy |
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|
2023
Q2 | $23.4K | Buy |
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|
2023
Q1 | $15.1K | Buy |
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|
2022
Q4 | $8.17K | Sell |
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|
2022
Q3 | $7K | Buy |
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|
2022
Q2 | $4K | Buy |
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|
2022
Q1 | $4K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $754K | Sell |
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|
2019
Q1 | $1.01M | Hold |
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|
2018
Q4 | $909K | Hold |
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|
2018
Q3 | $1.01M | Buy |
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