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