Jump Financial’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 | $329K | Buy |
+3,400
| New | +$329K | ﹤0.01% | 1364 |
|
|
2024
Q4 | – | Sell |
-6,604
| Closed | -$357K | – | 1677 |
|
|
2024
Q3 | $357K | Buy |
+6,604
| New | +$357K | 0.01% | 1232 |
|
|
2024
Q2 | – | Sell |
-7,988
| Closed | -$310K | – | 1837 |
|
|
2024
Q1 | $310K | Buy |
+7,988
| New | +$310K | 0.01% | 1434 |
|
|
2023
Q1 | – | Sell |
-9,400
| Closed | -$447K | – | 1632 |
|
|
2022
Q4 | $447K | Sell |
9,400
-378
| -4% | -$18K | 0.02% | 831 |
|
|
2022
Q3 | $389K | Buy |
9,778
+4,078
| +72% | +$162K | 0.02% | 1007 |
|
|
2022
Q2 | $217K | Hold |
5,700
| – | – | 0.01% | 1254 |
|
|
2022
Q1 | $261K | Buy |
+5,700
| New | +$261K | 0.01% | 1142 |
|