Kennedy Capital Management’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 | $15.4M | Sell |
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|
2025
Q2 | $16.8M | Sell |
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|
2025
Q1 | $17.6M | Sell |
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|
2024
Q4 | $25.4M | Buy |
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|
2024
Q3 | $11.7M | Sell |
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|
2024
Q2 | $11.8M | Sell |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $11.9M | Buy |
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|
2023
Q3 | $11.3M | Buy |
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|
2023
Q2 | $8.47M | Buy |
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|
2023
Q1 | $7.89M | Buy |
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|
2022
Q4 | $8.64M | Sell |
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|
2022
Q3 | $8.78M | Sell |
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|
2022
Q2 | $8.48M | Sell |
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|
2022
Q1 | $10.2M | Sell |
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|
2021
Q4 | $12.1M | Buy |
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|
2021
Q3 | $7.12M | Sell |
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|
2021
Q2 | $6.43M | Buy |
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|
2021
Q1 | $5.69M | Buy |
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|
2020
Q4 | $4.28M | Buy |
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|
2020
Q3 | $2.24M | Buy |
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|
2020
Q2 | $2.24M | Buy |
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|
2020
Q1 | $1.41M | Buy |
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|
2019
Q4 | $300K | Sell |
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|
2019
Q3 | $370K | Buy |
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