Madrona Financial Services’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 | $1.79M | Hold |
18,465
| – | – | 0.43% | 32 |
|
|
2025
Q1 | $1.67M | Hold |
18,465
| – | – | 0.46% | 29 |
|
|
2024
Q4 | $1.57M | Hold |
18,465
| – | – | 0.43% | 40 |
|
|
2024
Q3 | $997K | Hold |
18,465
| – | – | 0.28% | 42 |
|
|
2024
Q2 | $852K | Hold |
18,465
| – | – | 0.26% | 42 |
|
|
2024
Q1 | $718K | Hold |
18,465
| – | – | 0.25% | 43 |
|
|
2023
Q4 | $820K | Hold |
18,465
| – | – | 0.32% | 39 |
|
|
2023
Q3 | $792K | Hold |
18,465
| – | – | 0.36% | 43 |
|
|
2023
Q2 | $695K | Buy |
18,465
+1,465
| +9% | +$55.2K | 0.34% | 49 |
|
|
2023
Q1 | $612K | Hold |
17,000
| – | – | 0.33% | 42 |
|
|
2022
Q4 | $808K | Hold |
17,000
| – | – | 0.46% | 28 |
|
|
2022
Q3 | $676K | Hold |
17,000
| – | – | 0.42% | 28 |
|
|
2022
Q2 | $648K | Hold |
17,000
| – | – | 0.38% | 33 |
|
|
2022
Q1 | $739K | Hold |
17,000
| – | – | 0.36% | 39 |
|
|
2021
Q4 | $861K | Buy |
+17,000
| New | +$861K | 0.36% | 35 |
|