MML Investors 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 | $306K | Sell |
3,161
-469
| -13% | -$45.4K | ﹤0.01% | 2419 |
|
|
2025
Q1 | $328K | Sell |
3,630
-858
| -19% | -$77.5K | ﹤0.01% | 2259 |
|
|
2024
Q4 | $381K | Buy |
4,488
+210
| +5% | +$17.8K | ﹤0.01% | 2105 |
|
|
2024
Q3 | $231K | Sell |
4,278
-291
| -6% | -$15.7K | ﹤0.01% | 2341 |
|
|
2024
Q2 | $211K | Sell |
4,569
-933
| -17% | -$43.1K | ﹤0.01% | 2315 |
|
|
2024
Q1 | $214K | Sell |
5,502
-80
| -1% | -$3.11K | ﹤0.01% | 2322 |
|
|
2023
Q4 | $248K | Buy |
+5,582
| New | +$248K | ﹤0.01% | 2170 |
|
|
2023
Q1 | – | Sell |
-5,843
| Closed | -$278K | – | 2110 |
|
|
2022
Q4 | $278K | Sell |
5,843
-263
| -4% | -$12.5K | ﹤0.01% | 1827 |
|
|
2022
Q3 | $243K | Sell |
6,106
-2,160
| -26% | -$86K | ﹤0.01% | 1807 |
|
|
2022
Q2 | $315K | Buy |
8,266
+430
| +5% | +$16.4K | ﹤0.01% | 1648 |
|
|
2022
Q1 | $358K | Sell |
7,836
-348
| -4% | -$15.9K | ﹤0.01% | 1624 |
|
|
2021
Q4 | $414K | Buy |
8,184
+799
| +11% | +$40.4K | ﹤0.01% | 1511 |
|
|
2021
Q3 | $235K | Sell |
7,385
-1,677
| -19% | -$53.4K | ﹤0.01% | 1776 |
|
|
2021
Q2 | $259K | Buy |
9,062
+1,061
| +13% | +$30.3K | ﹤0.01% | 1689 |
|
|
2021
Q1 | $210K | Buy |
+8,001
| New | +$210K | ﹤0.01% | 1701 |
|