HSBC Holdings’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,250
| Closed | -$355K | – | 2588 |
|
|
2024
Q4 | $355K | Sell |
4,250
-1,928
| -31% | -$161K | ﹤0.01% | 1986 |
|
|
2024
Q3 | $338K | Sell |
6,178
-1,607
| -21% | -$87.8K | ﹤0.01% | 1893 |
|
|
2024
Q2 | $358K | Sell |
7,785
-686
| -8% | -$31.6K | ﹤0.01% | 1822 |
|
|
2024
Q1 | $329K | Buy |
8,471
+2,838
| +50% | +$110K | ﹤0.01% | 1988 |
|
|
2023
Q4 | $252K | Buy |
+5,633
| New | +$252K | ﹤0.01% | 1909 |
|
|
2022
Q4 | – | Sell |
-7,516
| Closed | -$301K | – | 2561 |
|
|
2022
Q3 | $301K | Buy |
+7,516
| New | +$301K | ﹤0.01% | 1995 |
|
|
2021
Q1 | – | Sell |
-13,915
| Closed | -$290K | – | 2356 |
|
|
2020
Q4 | $290K | Buy |
13,915
+229
| +2% | +$4.77K | ﹤0.01% | 2159 |
|
|
2020
Q3 | $172K | Hold |
13,686
| – | – | ﹤0.01% | 2075 |
|
|
2020
Q2 | $199K | Sell |
13,686
-994
| -7% | -$14.5K | ﹤0.01% | 1989 |
|
|
2020
Q1 | $154K | Buy |
14,680
+2,509
| +21% | +$26.3K | ﹤0.01% | 1964 |
|
|
2019
Q4 | $201K | Sell |
12,171
-5,563
| -31% | -$91.9K | ﹤0.01% | 2273 |
|
|
2019
Q3 | $268K | Buy |
+17,734
| New | +$268K | ﹤0.01% | 2111 |
|