First Pacific Financial’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 | $109K | Sell |
1,130
-118
| -9% | -$11.4K | 0.02% | 198 |
|
|
2025
Q1 | $113K | Hold |
1,248
| – | – | 0.02% | 161 |
|
|
2024
Q4 | $106K | Sell |
1,248
-808
| -39% | -$68.6K | 0.02% | 171 |
|
|
2024
Q3 | $111K | Hold |
2,056
| – | – | 0.03% | 159 |
|
|
2024
Q2 | $94.9K | Hold |
2,056
| – | – | 0.02% | 154 |
|
|
2024
Q1 | $79.9K | Hold |
2,056
| – | – | 0.02% | 156 |
|
|
2023
Q4 | $91.3K | Hold |
2,056
| – | – | 0.03% | 147 |
|
|
2023
Q3 | $88.2K | Hold |
2,056
| – | – | 0.04% | 126 |
|
|
2023
Q2 | $77.4K | Buy |
+2,056
| New | +$77.4K | 0.03% | 131 |
|