IB
Intrust Bank’s Coastal Financial CCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
11,574
-983
| -8% | -$95.2K | 0.1% | 145 |
|
|
2025
Q1 | $1.14M | Sell |
12,557
-1,124
| -8% | -$102K | 0.11% | 142 |
|
|
2024
Q4 | $1.16M | Sell |
13,681
-434
| -3% | -$36.9K | 0.12% | 132 |
|
|
2024
Q3 | $762K | Sell |
14,115
-267
| -2% | -$14.4K | 0.08% | 190 |
|
|
2024
Q2 | $664K | Buy |
14,382
+1,020
| +8% | +$47.1K | 0.07% | 195 |
|
|
2024
Q1 | $519K | Buy |
13,362
+366
| +3% | +$14.2K | 0.06% | 249 |
|
|
2023
Q4 | $577K | Buy |
12,996
+27
| +0.2% | +$1.2K | 0.07% | 222 |
|
|
2023
Q3 | $556K | Buy |
12,969
+943
| +8% | +$40.5K | 0.07% | 218 |
|
|
2023
Q2 | $453K | Sell |
12,026
-512
| -4% | -$19.3K | 0.05% | 259 |
|
|
2023
Q1 | $451K | Sell |
12,538
-422
| -3% | -$15.2K | 0.06% | 255 |
|
|
2022
Q4 | $616K | Buy |
12,960
+64
| +0.5% | +$3.04K | 0.09% | 204 |
|
|
2022
Q3 | $512K | Buy |
12,896
+976
| +8% | +$38.7K | 0.08% | 218 |
|
|
2022
Q2 | $455K | Buy |
11,920
+358
| +3% | +$13.7K | 0.07% | 239 |
|
|
2022
Q1 | $529K | Buy |
11,562
+872
| +8% | +$39.9K | 0.07% | 235 |
|
|
2021
Q4 | $541K | Buy |
10,690
+112
| +1% | +$5.67K | 0.07% | 230 |
|
|
2021
Q3 | $337K | Buy |
10,578
+351
| +3% | +$11.2K | 0.04% | 291 |
|
|
2021
Q2 | $292K | Buy |
10,227
+1,316
| +15% | +$37.6K | 0.04% | 305 |
|
|
2021
Q1 | $233K | Buy |
+8,911
| New | +$233K | 0.03% | 342 |
|