UBS Group’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 | $6.22M | Sell |
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|
2025
Q1 | $7.97M | Buy |
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|
2024
Q4 | $4.16M | Buy |
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|
2024
Q3 | $451K | Buy |
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|
2024
Q2 | $353K | Sell |
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|
2024
Q1 | $496K | Buy |
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|
2023
Q4 | $340K | Buy |
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|
2023
Q3 | $88.5K | Sell |
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|
2023
Q2 | $255K | Buy |
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|
2023
Q1 | $241K | Buy |
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|
2022
Q4 | $158K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $120K | Sell |
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|
2021
Q4 | $148K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $58K | Sell |
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|
2020
Q4 | $53K | Buy |
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|
2020
Q3 | $4K | Sell |
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|
2020
Q2 | $55K | Sell |
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|
2020
Q1 | $47K | Sell |
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|
2019
Q4 | $158K | Buy |
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|
2019
Q3 | $90K | Buy |
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|
2019
Q2 | $47K | Buy |
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|
2019
Q1 | $10K | Sell |
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|
2018
Q4 | $39K | Sell |
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|
2018
Q3 | $51K | Buy |
|