Riverwater Partners’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 | $2.89M | Sell |
29,784
-75
| -0.3% | -$7.27K | 1.36% | 12 |
|
|
2025
Q1 | $2.7M | Sell |
29,859
-6,830
| -19% | -$618K | 1.39% | 10 |
|
|
2024
Q4 | $3.12M | Sell |
36,689
-1,981
| -5% | -$168K | 1.52% | 9 |
|
|
2024
Q3 | $2.01M | Buy |
38,670
+30,405
| +368% | +$1.58M | 1% | 23 |
|
|
2024
Q2 | $381K | Buy |
8,265
+494
| +6% | +$22.8K | 0.28% | 110 |
|
|
2024
Q1 | $302K | Sell |
7,771
-110
| -1% | -$4.28K | 0.22% | 145 |
|
|
2023
Q4 | $349K | Buy |
7,881
+153
| +2% | +$6.77K | 0.27% | 118 |
|
|
2023
Q3 | $332K | Buy |
+7,728
| New | +$332K | 0.3% | 111 |
|