Rosenthal Henry Capital Advisors’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 | $3.14M | Sell |
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|
2025
Q2 | $2.82M | Sell |
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|
2025
Q1 | $2.68M | Sell |
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|
2024
Q4 | $2.56M | Hold |
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|
2024
Q3 | $1.63M | Buy |
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|
2024
Q2 | $443K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.74M | Sell |
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|
2023
Q3 | $2.78M | Hold |
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|
2023
Q2 | $2.44M | Hold |
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|
2023
Q1 | $2.33M | Hold |
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|
2022
Q4 | $3.08M | Buy |
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|
2022
Q3 | $903K | Buy |
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|
2022
Q1 | $1.82M | Buy |
|