Meeder Asset 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
Q1 | – | Sell |
-755
| Closed | -$64.1K | – | 919 |
|
|
2024
Q4 | $64.1K | Buy |
+755
| New | +$64.1K | ﹤0.01% | 334 |
|
|
2022
Q4 | – | Sell |
-83
| Closed | -$3K | – | 978 |
|
|
2022
Q3 | $3K | Hold |
83
| – | – | ﹤0.01% | 1697 |
|
|
2022
Q2 | $3K | Hold |
83
| – | – | ﹤0.01% | 1779 |
|
|
2022
Q1 | $4K | Hold |
83
| – | – | ﹤0.01% | 1840 |
|
|
2021
Q4 | $4K | Buy |
+83
| New | +$4K | ﹤0.01% | 880 |
|
|
2021
Q2 | – | Sell |
-120
| Closed | -$3K | – | 2516 |
|
|
2021
Q1 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 1964 |
|
|
2020
Q4 | – | Sell |
-143
| Closed | -$2K | – | 1914 |
|
|
2020
Q3 | $2K | Hold |
143
| – | – | ﹤0.01% | 1810 |
|
|
2020
Q2 | $2K | Hold |
143
| – | – | ﹤0.01% | 1749 |
|
|
2020
Q1 | $2K | Buy |
+143
| New | +$2K | ﹤0.01% | 2065 |
|