Russell Investments Group’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 | $80.1K | Buy |
827
+576
| +229% | +$55.8K | ﹤0.01% | 2878 |
|
|
2025
Q1 | $22.7K | Buy |
251
+109
| +77% | +$9.86K | ﹤0.01% | 3085 |
|
|
2024
Q4 | $12.1K | Sell |
142
-28
| -16% | -$2.38K | ﹤0.01% | 3102 |
|
|
2024
Q3 | $9.18K | Buy |
170
+45
| +36% | +$2.43K | ﹤0.01% | 3099 |
|
|
2024
Q2 | $5.77K | Sell |
125
-696
| -85% | -$32.1K | ﹤0.01% | 3185 |
|
|
2024
Q1 | $31.9K | Buy |
821
+39
| +5% | +$1.52K | ﹤0.01% | 2721 |
|
|
2023
Q4 | $34.7K | Buy |
782
+34
| +5% | +$1.51K | ﹤0.01% | 2679 |
|
|
2023
Q3 | $32.1K | Sell |
748
-5,893
| -89% | -$253K | ﹤0.01% | 2810 |
|
|
2023
Q2 | $250K | Sell |
6,641
-3,093
| -32% | -$116K | ﹤0.01% | 2422 |
|
|
2023
Q1 | $351K | Buy |
9,734
+4,934
| +103% | +$178K | ﹤0.01% | 2364 |
|
|
2022
Q4 | $228K | Hold |
4,800
| – | – | ﹤0.01% | 2541 |
|
|
2022
Q3 | $189K | Hold |
4,800
| – | – | ﹤0.01% | 2554 |
|
|
2022
Q2 | $182K | Hold |
4,800
| – | – | ﹤0.01% | 2560 |
|
|
2022
Q1 | $218K | Buy |
4,800
+3,774
| +368% | +$171K | ﹤0.01% | 2443 |
|
|
2021
Q4 | $51K | Hold |
1,026
| – | – | ﹤0.01% | 2900 |
|
|
2021
Q3 | $32K | Sell |
1,026
-9,264
| -90% | -$289K | ﹤0.01% | 2972 |
|
|
2021
Q2 | $293K | Sell |
10,290
-8,754
| -46% | -$249K | ﹤0.01% | 2788 |
|
|
2021
Q1 | $498K | Sell |
19,044
-1,801
| -9% | -$47.1K | ﹤0.01% | 2527 |
|
|
2020
Q4 | $436K | Sell |
20,845
-10,547
| -34% | -$221K | ﹤0.01% | 2478 |
|
|
2020
Q3 | $383K | Buy |
31,392
+13,353
| +74% | +$163K | ﹤0.01% | 2512 |
|
|
2020
Q2 | $260K | Buy |
18,039
+10,472
| +138% | +$151K | ﹤0.01% | 2622 |
|
|
2020
Q1 | $82K | Sell |
7,567
-1,249
| -14% | -$13.5K | ﹤0.01% | 2787 |
|
|
2019
Q4 | $144K | Hold |
8,816
| – | – | ﹤0.01% | 2801 |
|
|
2019
Q3 | $134K | Buy |
+8,816
| New | +$134K | ﹤0.01% | 2749 |
|