Royce & Associates’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 | $14.4M | Buy |
148,625
+42,286
| +40% | +$4.1M | 0.15% | 210 |
|
|
2025
Q1 | $9.61M | Buy |
106,339
+16,785
| +19% | +$1.52M | 0.1% | 295 |
|
|
2024
Q4 | $7.6M | Buy |
89,554
+79,554
| +796% | +$6.75M | 0.07% | 397 |
|
|
2024
Q3 | $540K | Buy |
10,000
+37
| +0.4% | +$2K | ﹤0.01% | 794 |
|
|
2024
Q2 | $460K | Buy |
+9,963
| New | +$460K | ﹤0.01% | 799 |
|