River Oaks Capital’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $772K | Hold |
18,000
| – | – | 1.14% | 30 |
|
|
2023
Q2 | $678K | Hold |
18,000
| – | – | 1.03% | 32 |
|
|
2023
Q1 | $648K | Hold |
18,000
| – | – | 0.91% | 32 |
|
|
2022
Q4 | $855K | Hold |
18,000
| – | – | 0.97% | 32 |
|
|
2022
Q3 | $715K | Hold |
18,000
| – | – | 0.78% | 38 |
|
|
2022
Q2 | $686K | Buy |
18,000
+3,198
| +22% | +$122K | 0.74% | 37 |
|
|
2022
Q1 | $677K | Hold |
14,802
| – | – | 0.66% | 38 |
|
|
2021
Q4 | $749K | Buy |
+14,802
| New | +$749K | 0.69% | 40 |
|