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
2025
Q3
Sell
2025
Q2
$329K Buy
2024
Q4
Sell
2024
Q3
$357K Buy
2024
Q2
Sell
2024
Q1
$310K Buy
2023
Q1
Sell
2022
Q4
$447K Sell
2022
Q3
$389K Buy
2022
Q2
$217K Hold
2022
Q1
$261K Buy