Franklin Resources’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 | $3.96M | Sell |
40,886
-2,200
| -5% | -$213K | ﹤0.01% | 1445 |
|
|
2025
Q1 | $3.9M | Sell |
43,086
-2,800
| -6% | -$253K | ﹤0.01% | 1426 |
|
|
2024
Q4 | $3.9M | Buy |
45,886
+400
| +0.9% | +$34K | ﹤0.01% | 1454 |
|
|
2024
Q3 | $2.62M | Sell |
45,486
-2,301
| -5% | -$132K | ﹤0.01% | 1639 |
|
|
2024
Q2 | $2.2M | Sell |
47,787
-11,503
| -19% | -$531K | ﹤0.01% | 1658 |
|
|
2024
Q1 | $2.3M | Buy |
59,290
+54,257
| +1,078% | +$2.11M | ﹤0.01% | 1666 |
|
|
2023
Q4 | $224K | Hold |
5,033
| – | – | ﹤0.01% | 2301 |
|
|
2023
Q3 | $216K | Buy |
+5,033
| New | +$216K | ﹤0.01% | 2290 |
|