Tradewinds Capital Management’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Hold |
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|
2025
Q1 | $280K | Hold |
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|
2024
Q4 | $263K | Hold |
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|
2024
Q3 | $167K | Hold |
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|
2024
Q2 | $143K | Hold |
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|
2024
Q1 | $120K | Sell |
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|
2023
Q4 | $178K | Hold |
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|
2023
Q3 | $172K | Hold |
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|
2023
Q2 | $151K | Hold |
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|
2023
Q1 | $144K | Hold |
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|
2022
Q4 | $190K | Hold |
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|
2022
Q3 | $159K | Hold |
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|
2022
Q2 | $153K | Sell |
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|
2022
Q1 | $190K | Hold |
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|
2021
Q4 | $210K | Buy |
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|
2021
Q3 | $131K | Hold |
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|
2021
Q2 | $117K | Hold |
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|
2021
Q1 | $108K | Hold |
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|
2020
Q4 | $86K | Buy |
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|
2020
Q3 | $49K | Hold |
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|
2020
Q2 | $58K | Hold |
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|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $66K | Hold |
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|
2019
Q3 | $61K | Buy |
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