IMA Advisory Services’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 | $20.1K | Hold |
207
| – | – | ﹤0.01% | 284 |
|
|
2025
Q1 | $18.7K | Buy |
+207
| New | +$18.7K | ﹤0.01% | 286 |
|
|
2024
Q4 | – | Sell |
-207
| Closed | -$11.2K | – | 188 |
|
|
2024
Q3 | $11.2K | Buy |
+207
| New | +$11.2K | ﹤0.01% | 238 |
|
|
2023
Q4 | – | Sell |
-207
| Closed | -$8.88K | – | 99 |
|
|
2023
Q3 | $8.88K | Hold |
207
| – | – | ﹤0.01% | 247 |
|
|
2023
Q2 | $7.79K | Hold |
207
| – | – | ﹤0.01% | 255 |
|
|
2023
Q1 | $7.46K | Hold |
207
| – | – | ﹤0.01% | 250 |
|
|
2022
Q4 | $9.84K | Hold |
207
| – | – | ﹤0.01% | 260 |
|
|
2022
Q3 | $8K | Hold |
207
| – | – | ﹤0.01% | 259 |
|
|
2022
Q2 | $8K | Hold |
207
| – | – | ﹤0.01% | 265 |
|
|
2022
Q1 | $9K | Hold |
207
| – | – | ﹤0.01% | 246 |
|
|
2021
Q4 | $10K | Hold |
207
| – | – | ﹤0.01% | 250 |
|
|
2021
Q3 | $7K | Hold |
207
| – | – | ﹤0.01% | 242 |
|
|
2021
Q2 | $6K | Hold |
207
| – | – | ﹤0.01% | 247 |
|
|
2021
Q1 | $5K | Hold |
207
| – | – | ﹤0.01% | 259 |
|
|
2020
Q4 | $4K | Hold |
207
| – | – | ﹤0.01% | 257 |
|
|
2020
Q3 | $3K | Buy |
+207
| New | +$3K | ﹤0.01% | 246 |
|