Morgan Stanley’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 | $3.15M | Sell |
|
|||||
|
2025
Q1 | $4.31M | Sell |
|
|||||
|
2024
Q4 | $5.29M | Buy |
|
|||||
|
2024
Q3 | $2.83M | Buy |
|
|||||
|
2024
Q2 | $1.51M | Buy |
|
|||||
|
2024
Q1 | $1.27M | Sell |
|
|||||
|
2023
Q4 | $3.35M | Buy |
|
|||||
|
2023
Q3 | $633K | Buy |
|
|||||
|
2023
Q2 | $526K | Sell |
|
|||||
|
2023
Q1 | $966K | Sell |
|
|||||
|
2022
Q4 | $1.9M | Buy |
|
|||||
|
2022
Q3 | $1.19M | Buy |
|
|||||
|
2022
Q2 | $300K | Sell |
|
|||||
|
2022
Q1 | $644K | Buy |
|
|||||
|
2021
Q4 | $256K | Buy |
|
|||||
|
2021
Q3 | $66K | Sell |
|
|||||
|
2021
Q2 | $104K | Sell |
|
|||||
|
2021
Q1 | $531K | Sell |
|
|||||
|
2020
Q4 | $746K | Buy |
|
|||||
|
2020
Q3 | $375K | Buy |
|
|||||
|
2020
Q2 | $436K | Buy |
|
|||||
|
2020
Q1 | $287K | Sell |
|
|||||
|
2019
Q4 | $572K | Buy |
|
|||||
|
2019
Q3 | $413K | Buy |
|
|||||
|
2019
Q2 | $1K | Sell |
|
|||||
|
2019
Q1 | $44K | Sell |
|
|||||
|
2018
Q4 | $181K | Sell |
|
|||||
|
2018
Q3 | $218K | Buy |
|