Jump Financial’s Coastal Financial CCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-2,284
Closed -$262K 1943
2025
Q4
$262K Buy
+2,284
New +$249K ﹤0.01% 1615
2025
Q3
Sell
-3,400
Closed -$329K 1821
2025
Q2
$329K Buy
+3,400
New +$293K ﹤0.01% 1374
2024
Q4
Sell
-6,604
Closed -$357K 1679
2024
Q3
$357K Buy
+6,604
New +$331K 0.01% 1234
2024
Q2
Sell
-7,988
Closed -$310K 1841
2024
Q1
$310K Buy
+7,988
New +$316K 0.01% 1438
2023
Q1
Sell
-9,400
Closed -$447K 1632
2022
Q4
$447K Sell
9,400
-378
-4% -$17.5K 0.02% 831
2022
Q3
$389K Buy
9,778
+4,078
+72% +$165K 0.02% 1007
2022
Q2
$217K Hold
5,700
0.01% 1254
2022
Q1
$261K Buy
+5,700
New +$277K 0.01% 1142

Other funds holding CCB