Shell Asset Management’s Coastal Financial CCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Sell |
1,199
-131
| -10% | -$12.7K | ﹤0.01% | 964 |
|
|
2025
Q1 | $120K | Sell |
1,330
-9
| -0.7% | -$812 | 0.01% | 967 |
|
|
2024
Q4 | $114K | Sell |
1,339
-62
| -4% | -$5.28K | 0.01% | 1021 |
|
|
2024
Q3 | $76K | Buy |
+1,401
| New | +$76K | ﹤0.01% | 1109 |
|
|
2024
Q1 | $68K | Sell |
1,475
-104
| -7% | -$4.8K | ﹤0.01% | 1104 |
|
|
2023
Q4 | $70K | Sell |
1,579
-478
| -23% | -$21.2K | ﹤0.01% | 1128 |
|
|
2023
Q3 | $88K | Sell |
2,057
-32
| -2% | -$1.37K | ﹤0.01% | 1111 |
|
|
2023
Q2 | $79K | Buy |
+2,089
| New | +$79K | ﹤0.01% | 1162 |
|