Los Angeles Capital Management’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,534
| Closed | -$681K | – | 1353 |
|
|
2025
Q1 | $681K | Sell |
7,534
-21,303
| -74% | -$1.93M | ﹤0.01% | 671 |
|
|
2024
Q4 | $2.45M | Sell |
28,837
-28,520
| -50% | -$2.42M | 0.01% | 401 |
|
|
2024
Q3 | $3.1M | Buy |
57,357
+25,482
| +80% | +$1.38M | 0.01% | 374 |
|
|
2024
Q2 | $1.47M | Sell |
31,875
-3,560
| -10% | -$164K | 0.01% | 526 |
|
|
2024
Q1 | $1.38M | Hold |
35,435
| – | – | ﹤0.01% | 588 |
|
|
2023
Q4 | $1.57M | Hold |
35,435
| – | – | 0.01% | 534 |
|
|
2023
Q3 | $1.52M | Hold |
35,435
| – | – | 0.01% | 515 |
|
|
2023
Q2 | $1.33M | Hold |
35,435
| – | – | 0.01% | 584 |
|
|
2023
Q1 | $1.28M | Sell |
35,435
-1,081
| -3% | -$38.9K | 0.01% | 600 |
|
|
2022
Q4 | $1.74M | Buy |
36,516
+28,660
| +365% | +$1.36M | 0.01% | 552 |
|
|
2022
Q3 | $312K | Hold |
7,856
| – | – | ﹤0.01% | 1061 |
|
|
2022
Q2 | $299K | Buy |
+7,856
| New | +$299K | ﹤0.01% | 1147 |
|