Simplex Trading’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 | – | Hold |
0
| – | – | – | 2606 |
|
|
2025
Q1 | – | Sell |
-100
| Closed | -$8K | – | 2557 |
|
|
2024
Q4 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 1905 |
|
|
2024
Q3 | – | Sell |
-595
| Closed | -$27K | – | 2464 |
|
|
2024
Q2 | $27K | Buy |
595
+529
| +802% | +$24K | ﹤0.01% | 1522 |
|
|
2024
Q1 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 2115 |
|
|
2023
Q4 | – | Sell |
-7,826
| Closed | -$335K | – | 2582 |
|
|
2023
Q3 | $335K | Buy |
+7,826
| New | +$335K | ﹤0.01% | 661 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2788 |
|
|
2022
Q1 | – | Sell |
-97
| Closed | -$4K | – | 3015 |
|
|
2021
Q4 | $4K | Buy |
+97
| New | +$4K | ﹤0.01% | 2628 |
|