Magnus Financial Group’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 | $452K | Hold |
4,668
| – | – | 0.04% | 244 |
|
|
2025
Q1 | $422K | Sell |
4,668
-805
| -15% | -$72.8K | 0.04% | 243 |
|
|
2024
Q4 | $465K | Sell |
5,473
-271
| -5% | -$23K | 0.04% | 224 |
|
|
2024
Q3 | $310K | Hold |
5,744
| – | – | 0.03% | 267 |
|
|
2024
Q2 | $265K | Hold |
5,744
| – | – | 0.03% | 270 |
|
|
2024
Q1 | $223K | Sell |
5,744
-1,383
| -19% | -$53.8K | 0.03% | 293 |
|
|
2023
Q4 | $317K | Hold |
7,127
| – | – | 0.04% | 217 |
|
|
2023
Q3 | $306K | Buy |
+7,127
| New | +$306K | 0.04% | 204 |
|