Madrona Financial Services’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 | $2M | Hold |
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|
2025
Q2 | $1.79M | Hold |
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|
2025
Q1 | $1.67M | Hold |
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|
2024
Q4 | $1.57M | Hold |
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|
2024
Q3 | $997K | Hold |
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|
2024
Q2 | $852K | Hold |
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|
2024
Q1 | $718K | Hold |
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|
2023
Q4 | $820K | Hold |
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|
2023
Q3 | $792K | Hold |
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|
2023
Q2 | $695K | Buy |
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|
2023
Q1 | $612K | Hold |
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|
2022
Q4 | $808K | Hold |
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|
2022
Q3 | $676K | Hold |
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|
2022
Q2 | $648K | Hold |
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|
2022
Q1 | $739K | Hold |
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|
2021
Q4 | $861K | Buy |
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