Osaic Holdings’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 | $61.6K | Buy |
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|
2025
Q2 | $43.2K | Sell |
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|
2025
Q1 | $60K | Buy |
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|
2024
Q4 | $34.1K | Sell |
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|
2024
Q3 | $272K | Sell |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $205K | Sell |
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|
2023
Q4 | $421K | Buy |
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|
2023
Q3 | $294K | Buy |
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|
2023
Q2 | $215K | Sell |
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|
2023
Q1 | $364K | Sell |
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|
2022
Q4 | $509K | Buy |
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|
2022
Q3 | $418K | Sell |
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|
2022
Q2 | $591K | Buy |
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|
2022
Q1 | $667K | Buy |
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|
2021
Q4 | $560K | Buy |
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|
2021
Q3 | $334K | Buy |
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|
2021
Q2 | $289K | Buy |
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|
2021
Q1 | $258K | Buy |
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|
2020
Q4 | $192K | Buy |
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|
2020
Q3 | $80K | Buy |
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|
2020
Q2 | $92K | Buy |
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|
2020
Q1 | $55K | Buy |
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