Orion Portfolio Solutions’s Coastal Financial CCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.41M | Sell |
59,831
-22,516
| -27% | -$2.04M | 0.05% | 327 |
|
|
2024
Q4 | $6.99M | Sell |
82,347
-2,166
| -3% | -$184K | 0.07% | 262 |
|
|
2024
Q3 | $4.56M | Sell |
84,513
-5,781
| -6% | -$312K | 0.05% | 358 |
|
|
2024
Q2 | $4.17M | Sell |
90,294
-7,343
| -8% | -$339K | 0.04% | 363 |
|
|
2024
Q1 | $3.8M | Sell |
97,637
-2,267
| -2% | -$88.1K | 0.04% | 401 |
|
|
2023
Q4 | $4.29M | Sell |
99,904
-6,467
| -6% | -$278K | 0.05% | 337 |
|
|
2023
Q3 | $4.56M | Sell |
106,371
-7,851
| -7% | -$337K | 0.06% | 319 |
|
|
2023
Q2 | $4.3M | Sell |
114,222
-7,317
| -6% | -$275K | 0.05% | 363 |
|
|
2023
Q1 | $4.38M | Buy |
+121,539
| New | +$4.38M | 0.05% | 306 |
|