Mesirow Financial Investment Management’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
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $427K | Hold |
|
|||||
|
2024
Q4 | $456K | Buy |
|
|||||
|
2024
Q3 | $286K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $363K | Hold |
|
|||||
|
2023
Q3 | $368K | Hold |
|
|||||
|
2023
Q2 | $323K | Sell |
|
|||||
|
2023
Q1 | $359K | Buy |
|
|||||
|
2022
Q4 | $470K | Hold |
|
|||||
|
2022
Q3 | $393K | Hold |
|
|||||
|
2022
Q2 | $377K | Sell |
|
|||||
|
2022
Q1 | $453K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $18K | Buy |
|
|||||
|
2020
Q4 | $8.46K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $233K | Sell |
|
|||||
|
2020
Q1 | $173K | Sell |
|
|||||
|
2019
Q4 | $387K | Sell |
|
|||||
|
2019
Q3 | $495K | Sell |
|
|||||
|
2019
Q2 | $524K | Buy |
|
|||||
|
2019
Q1 | $522K | Buy |
|
|||||
|
2018
Q4 | $319K | Hold |
|
|||||
|
2018
Q3 | $356K | Buy |
|