US Bancorp’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
Q3
$1.18M Sell
2025
Q2
$1.14M Sell
2025
Q1
$1.07M Buy
2024
Q4
$928K Buy
2024
Q3
$589K Sell
2024
Q2
$511K Buy
2024
Q1
$416K Hold
2023
Q4
$475K Hold
2023
Q3
$459K Hold
2023
Q2
$403K Hold
2023
Q1
$385K Hold
2022
Q4
$508K Sell
2022
Q3
$427K Hold
2022
Q2
$409K Buy
2022
Q1
$180K Buy
2021
Q4
$19K Buy