Raymond James & Associates’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $268K | Sell |
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|
2024
Q2 | $231K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $224K | Hold |
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|
2023
Q3 | $216K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.66M | Sell |
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|
2022
Q3 | $3.18M | Buy |
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|
2022
Q2 | $2.98M | Buy |
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|
2022
Q1 | $3.13M | Buy |
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|
2021
Q4 | $2.76M | Sell |
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|
2021
Q3 | $2.22M | Hold |
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|
2021
Q2 | $1.99M | Sell |
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|
2021
Q1 | $1.86M | Buy |
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|
2020
Q4 | $1.46M | Hold |
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|
2020
Q3 | $853K | Hold |
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|
2020
Q2 | $1.01M | Hold |
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|
2020
Q1 | $732K | Hold |
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|
2019
Q4 | $1.15M | Buy |
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|
2019
Q3 | $1.05M | Buy |
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