First Horizon Advisors’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 | $198K | Sell |
2,045
-13
| -0.6% | -$1.26K | 0.01% | 525 |
|
|
2025
Q1 | $186K | Sell |
2,058
-311
| -13% | -$28.1K | 0.01% | 527 |
|
|
2024
Q4 | $201K | Hold |
2,369
| – | – | 0.01% | 523 |
|
|
2024
Q3 | $128K | Hold |
2,369
| – | – | ﹤0.01% | 649 |
|
|
2024
Q2 | $109K | Buy |
2,369
+23
| +1% | +$1.06K | ﹤0.01% | 666 |
|
|
2024
Q1 | $91.2K | Hold |
2,346
| – | – | ﹤0.01% | 709 |
|
|
2023
Q4 | $104K | Sell |
2,346
-150
| -6% | -$6.66K | ﹤0.01% | 654 |
|
|
2023
Q3 | $107K | Hold |
2,496
| – | – | ﹤0.01% | 612 |
|
|
2023
Q2 | $94K | Buy |
2,496
+97
| +4% | +$3.65K | ﹤0.01% | 669 |
|
|
2023
Q1 | $86.4K | Sell |
2,399
-654
| -21% | -$23.6K | ﹤0.01% | 690 |
|
|
2022
Q4 | $145K | Sell |
3,053
-1,888
| -38% | -$89.7K | 0.01% | 523 |
|
|
2022
Q3 | $196K | Sell |
4,941
-667
| -12% | -$26.5K | 0.01% | 444 |
|
|
2022
Q2 | $213K | Sell |
5,608
-1,566
| -22% | -$59.5K | 0.01% | 454 |
|
|
2022
Q1 | $328K | Buy |
7,174
+89
| +1% | +$4.07K | 0.02% | 318 |
|
|
2021
Q4 | $359K | Sell |
7,085
-772
| -10% | -$39.1K | 0.01% | 402 |
|
|
2021
Q3 | $250K | Buy |
+7,857
| New | +$250K | 0.01% | 462 |
|