Lazard Asset Management’s Coastal Financial CCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,352
| Closed | -$100K | – | 2279 |
|
|
2023
Q3 | $100K | Buy |
2,352
+313
| +15% | +$13.3K | ﹤0.01% | 1630 |
|
|
2023
Q2 | $76K | Hold |
2,039
| – | – | ﹤0.01% | 1682 |
|
|
2023
Q1 | $73K | Hold |
2,039
| – | – | ﹤0.01% | 1651 |
|
|
2022
Q4 | $96K | Hold |
2,039
| – | – | ﹤0.01% | 1545 |
|
|
2022
Q3 | $81K | Hold |
2,039
| – | – | ﹤0.01% | 1565 |
|
|
2022
Q2 | $77K | Buy |
2,039
+1,022
| +100% | +$38.6K | ﹤0.01% | 1615 |
|
|
2022
Q1 | $46K | Hold |
1,017
| – | – | ﹤0.01% | 1771 |
|
|
2021
Q4 | $51K | Buy |
1,017
+456
| +81% | +$22.9K | ﹤0.01% | 1728 |
|
|
2021
Q3 | $17K | Hold |
561
| – | – | ﹤0.01% | 2036 |
|
|
2021
Q2 | $16K | Hold |
561
| – | – | ﹤0.01% | 1873 |
|
|
2021
Q1 | $14K | Buy |
+561
| New | +$14K | ﹤0.01% | 1753 |
|