Truist 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 | $1.78M | Buy |
18,381
+1,698
| +10% | +$164K | ﹤0.01% | 1332 |
|
|
2025
Q1 | $1.51M | Sell |
16,683
-3,593
| -18% | -$325K | ﹤0.01% | 1345 |
|
|
2024
Q4 | $1.72M | Buy |
20,276
+1,055
| +5% | +$89.6K | ﹤0.01% | 1291 |
|
|
2024
Q3 | $1.04M | Sell |
19,221
-202
| -1% | -$10.9K | ﹤0.01% | 1497 |
|
|
2024
Q2 | $896K | Buy |
19,423
+3,171
| +20% | +$146K | ﹤0.01% | 1659 |
|
|
2024
Q1 | $632K | Sell |
16,252
-35
| -0.2% | -$1.36K | ﹤0.01% | 1833 |
|
|
2023
Q4 | $723K | Sell |
16,287
-1,178
| -7% | -$52.3K | ﹤0.01% | 1775 |
|
|
2023
Q3 | $749K | Buy |
17,465
+227
| +1% | +$9.74K | ﹤0.01% | 1695 |
|
|
2023
Q2 | $649K | Buy |
17,238
+685
| +4% | +$25.8K | ﹤0.01% | 1814 |
|
|
2023
Q1 | $596K | Sell |
16,553
-9
| -0.1% | -$324 | ﹤0.01% | 1860 |
|
|
2022
Q4 | $787K | Sell |
16,562
-4,276
| -21% | -$203K | ﹤0.01% | 1668 |
|
|
2022
Q3 | $828K | Sell |
20,838
-11,035
| -35% | -$438K | ﹤0.01% | 1571 |
|
|
2022
Q2 | $1.22M | Sell |
31,873
-2,765
| -8% | -$105K | ﹤0.01% | 1444 |
|
|
2022
Q1 | $1.59M | Sell |
34,638
-638
| -2% | -$29.2K | ﹤0.01% | 1393 |
|
|
2021
Q4 | $1.79M | Sell |
35,276
-608
| -2% | -$30.8K | ﹤0.01% | 1342 |
|
|
2021
Q3 | $1.14M | Sell |
35,884
-1,722
| -5% | -$54.9K | ﹤0.01% | 1517 |
|
|
2021
Q2 | $1.07M | Sell |
37,606
-3,502
| -9% | -$100K | ﹤0.01% | 1598 |
|
|
2021
Q1 | $1.08M | Buy |
41,108
+9,382
| +30% | +$246K | ﹤0.01% | 1537 |
|
|
2020
Q4 | $666K | Buy |
31,726
+712
| +2% | +$14.9K | ﹤0.01% | 1702 |
|
|
2020
Q3 | $380K | Buy |
31,014
+2,170
| +8% | +$26.6K | ﹤0.01% | 1847 |
|
|
2020
Q2 | $419K | Buy |
28,844
+2,220
| +8% | +$32.2K | ﹤0.01% | 1711 |
|
|
2020
Q1 | $280K | Sell |
26,624
-5,592
| -17% | -$58.8K | ﹤0.01% | 1879 |
|
|
2019
Q4 | $531K | Buy |
+32,216
| New | +$531K | ﹤0.01% | 1797 |
|