KLCM Advisors’s CoastalSouth Bancshares COSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Hold |
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|
2025
Q1 | $787K | Hold |
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|
2024
Q4 | $813K | Hold |
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|
2024
Q3 | $736K | Hold |
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|
2024
Q2 | $623K | Hold |
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|
2024
Q1 | $621K | Hold |
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|
2023
Q4 | $556K | Hold |
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|
2023
Q3 | $546K | Hold |
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|
2023
Q2 | $532K | Hold |
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|
2023
Q1 | $601K | Hold |
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|
2022
Q4 | $629K | Hold |
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|
2022
Q3 | $531K | Buy |
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|
2022
Q2 | $408K | Buy |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q4 | $188K | Hold |
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|
2021
Q3 | $180K | Hold |
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|
2021
Q2 | $185K | Hold |
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|
2021
Q1 | $152K | Hold |
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|
2020
Q4 | $132K | Hold |
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|
2020
Q3 | $109K | Hold |
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|
2020
Q2 | $106K | Hold |
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|
2020
Q1 | $98K | Hold |
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|
2019
Q4 | $136K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $204K | Hold |
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|
2019
Q1 | $207K | Hold |
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|
2018
Q4 | $167K | Hold |
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|
2018
Q3 | $162K | Hold |
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|
2018
Q2 | $162K | Hold |
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|
2018
Q1 | $162K | Buy |
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