Stieven Capital Advisors’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 | $8.58M | Buy |
88,571
+100
| +0.1% | +$9.69K | 1.67% | 27 |
|
|
2025
Q1 | $8M | Sell |
88,471
-13,742
| -13% | -$1.24M | 1.55% | 31 |
|
|
2024
Q4 | $8.68M | Buy |
102,213
+28,100
| +38% | +$2.39M | 1.54% | 31 |
|
|
2024
Q3 | $4M | Buy |
74,113
+19,500
| +36% | +$1.05M | 0.76% | 41 |
|
|
2024
Q2 | $2.52M | Sell |
54,613
-800
| -1% | -$36.9K | 0.56% | 43 |
|
|
2024
Q1 | $2.15M | Buy |
55,413
+100
| +0.2% | +$3.89K | 0.45% | 46 |
|
|
2023
Q4 | $2.46M | Hold |
55,313
| – | – | 0.53% | 40 |
|
|
2023
Q3 | $2.37M | Buy |
+55,313
| New | +$2.37M | 0.62% | 38 |
|
|
2022
Q1 | – | Sell |
-20,469
| Closed | -$1.04M | – | 48 |
|
|
2021
Q4 | $1.04M | Buy |
+20,469
| New | +$1.04M | 0.12% | 48 |
|