Nisa Investment Advisors’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 | $13.5K | Buy |
139
+130
| +1,444% | +$12.6K | ﹤0.01% | 2124 |
|
|
2025
Q1 | $814 | Hold |
9
| – | – | ﹤0.01% | 2688 |
|
|
2024
Q4 | $764 | Hold |
9
| – | – | ﹤0.01% | 2735 |
|
|
2024
Q3 | $486 | Hold |
9
| – | – | ﹤0.01% | 2725 |
|
|
2024
Q2 | $415 | Hold |
9
| – | – | ﹤0.01% | 2730 |
|
|
2024
Q1 | $350 | Hold |
9
| – | – | ﹤0.01% | 2564 |
|
|
2023
Q4 | $400 | Hold |
9
| – | – | ﹤0.01% | 2454 |
|
|
2023
Q3 | $386 | Hold |
9
| – | – | ﹤0.01% | 2567 |
|
|
2023
Q2 | $339 | Sell |
9
-2
| -18% | -$75 | ﹤0.01% | 2639 |
|
|
2023
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 2548 |
|
|
2022
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 2403 |
|
|
2022
Q2 | – | Sell |
-420
| Closed | -$19K | – | 2387 |
|
|
2022
Q1 | $19K | Sell |
420
-180
| -30% | -$8.14K | ﹤0.01% | 2057 |
|
|
2021
Q4 | $29K | Hold |
600
| – | – | ﹤0.01% | 1855 |
|
|
2021
Q3 | $19 | Hold |
600
| – | – | ﹤0.01% | 2099 |
|
|
2021
Q2 | $17 | Hold |
600
| – | – | ﹤0.01% | 2158 |
|
|
2021
Q1 | $16 | Buy |
+600
| New | +$16 | ﹤0.01% | 2155 |
|