MML Investors 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 | $303K | Sell |
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|
2025
Q2 | $306K | Sell |
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|
2025
Q1 | $328K | Sell |
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|
2024
Q4 | $381K | Buy |
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|
2024
Q3 | $231K | Sell |
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|
2024
Q2 | $211K | Sell |
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|
2024
Q1 | $214K | Sell |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $278K | Sell |
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|
2022
Q3 | $243K | Sell |
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|
2022
Q2 | $315K | Buy |
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|
2022
Q1 | $358K | Sell |
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|
2021
Q4 | $414K | Buy |
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|
2021
Q3 | $235K | Sell |
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|
2021
Q2 | $259K | Buy |
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|
2021
Q1 | $210K | Buy |
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