Lindbrook Capital’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $18.8K | Buy |
208
+4
| +2% | +$362 | ﹤0.01% | 1382 |
|
|
2024
Q4 | $17.3K | Hold |
204
| – | – | ﹤0.01% | 1363 |
|
|
2024
Q3 | $11K | Hold |
204
| – | – | ﹤0.01% | 1624 |
|
|
2024
Q2 | $9.41K | Buy |
+204
| New | +$9.41K | ﹤0.01% | 1655 |
|
|
2022
Q4 | – | Sell |
-60
| Closed | -$2K | – | 2856 |
|
|
2022
Q3 | $2K | Buy |
60
+44
| +275% | +$1.47K | ﹤0.01% | 2012 |
|
|
2022
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 2173 |
|