First Trust 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
$6.66M Buy
2025
Q1
$821K Buy
2024
Q4
$704K Buy
2024
Q3
$440K Sell
2024
Q2
$1.63M Sell
2024
Q1
$1.44M Buy
2023
Q4
$1.62M Buy
2023
Q3
$1.44M Sell
2023
Q2
$1.3M Sell
2023
Q1
$1.27M Sell
2022
Q4
$1.74M Buy
2022
Q3
$1.31M Buy
2022
Q2
$209K Sell
2022
Q1
$280K Buy
2021
Q4
$282K Buy
2020
Q3
Sell
2020
Q2
$226K Buy
2020
Q1
$152K Sell
2019
Q4
$284K Sell
2019
Q3
$265K Buy