First Horizon 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
Q2 | $198K | Sell |
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|
2025
Q1 | $186K | Sell |
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|
2024
Q4 | $201K | Hold |
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|
2024
Q3 | $128K | Hold |
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|
2024
Q2 | $109K | Buy |
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|
2024
Q1 | $91.2K | Hold |
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|
2023
Q4 | $104K | Sell |
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|
2023
Q3 | $107K | Hold |
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|
2023
Q2 | $94K | Buy |
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|
2023
Q1 | $86.4K | Sell |
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|
2022
Q4 | $145K | Sell |
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|
2022
Q3 | $196K | Sell |
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|
2022
Q2 | $213K | Sell |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $359K | Sell |
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|
2021
Q3 | $250K | Buy |
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