Stifel Financial’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 | $6.47M | Buy |
66,746
+621
| +0.9% | +$60.2K | 0.01% | 1113 |
|
|
2025
Q1 | $5.98M | Sell |
66,125
-4,800
| -7% | -$434K | 0.01% | 1091 |
|
|
2024
Q4 | $6.02M | Hold |
70,925
| – | – | 0.01% | 1107 |
|
|
2024
Q3 | $3.83M | Buy |
70,925
+4,925
| +7% | +$266K | ﹤0.01% | 1355 |
|
|
2024
Q2 | $3.05M | Hold |
66,000
| – | – | ﹤0.01% | 1440 |
|
|
2024
Q1 | $2.57M | Hold |
66,000
| – | – | ﹤0.01% | 1549 |
|
|
2023
Q4 | $2.93M | Hold |
66,000
| – | – | ﹤0.01% | 1422 |
|
|
2023
Q3 | $2.83M | Sell |
66,000
-10,000
| -13% | -$429K | ﹤0.01% | 1363 |
|
|
2023
Q2 | $2.86M | Hold |
76,000
| – | – | ﹤0.01% | 1389 |
|
|
2023
Q1 | $2.74M | Buy |
76,000
+1,000
| +1% | +$36K | ﹤0.01% | 1377 |
|
|
2022
Q4 | $3.56M | Hold |
75,000
| – | – | 0.01% | 1165 |
|
|
2022
Q3 | $2.98M | Hold |
75,000
| – | – | ﹤0.01% | 1213 |
|
|
2022
Q2 | $2.86M | Hold |
75,000
| – | – | ﹤0.01% | 1264 |
|
|
2022
Q1 | $3.43M | Hold |
75,000
| – | – | ﹤0.01% | 1258 |
|
|
2021
Q4 | $3.8M | Hold |
75,000
| – | – | 0.01% | 1218 |
|
|
2021
Q3 | $2.39M | Hold |
75,000
| – | – | ﹤0.01% | 1469 |
|
|
2021
Q2 | $2.14M | Hold |
75,000
| – | – | ﹤0.01% | 1562 |
|
|
2021
Q1 | $1.97M | Hold |
75,000
| – | – | ﹤0.01% | 1530 |
|
|
2020
Q4 | $1.58M | Hold |
75,000
| – | – | ﹤0.01% | 1535 |
|
|
2020
Q3 | $919K | Sell |
75,000
-29,386
| -28% | -$360K | ﹤0.01% | 1694 |
|
|
2020
Q2 | $1.52M | Sell |
104,386
-37,314
| -26% | -$542K | ﹤0.01% | 1305 |
|
|
2020
Q1 | $1.5M | Buy |
141,700
+1,350
| +1% | +$14.3K | ﹤0.01% | 1206 |
|
|
2019
Q4 | $2.3M | Buy |
140,350
+30,506
| +28% | +$501K | ﹤0.01% | 1250 |
|
|
2019
Q3 | $1.66M | Sell |
109,844
-27,665
| -20% | -$419K | ﹤0.01% | 1434 |
|
|
2019
Q2 | $2.12M | Sell |
137,509
-7,060
| -5% | -$109K | 0.01% | 1290 |
|
|
2019
Q1 | $2.45M | Buy |
144,569
+19,266
| +15% | +$326K | 0.01% | 1140 |
|
|
2018
Q4 | $1.91M | Buy |
125,303
+549
| +0.4% | +$8.35K | 0.01% | 1173 |
|
|
2018
Q3 | $2.13M | Buy |
+124,754
| New | +$2.13M | 0.01% | 1231 |
|