Wells Fargo’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 | $857K | Buy |
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|
2025
Q2 | $650K | Buy |
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|
2025
Q1 | $552K | Buy |
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|
2024
Q4 | $460K | Buy |
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|
2024
Q3 | $200K | Buy |
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|
2024
Q2 | $171K | Buy |
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|
2024
Q1 | $127K | Buy |
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|
2023
Q4 | $126K | Buy |
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|
2023
Q3 | $94.5K | Sell |
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|
2023
Q2 | $171K | Sell |
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|
2023
Q1 | $216K | Buy |
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|
2022
Q4 | $164K | Buy |
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|
2022
Q3 | $137K | Buy |
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|
2022
Q2 | $12K | Sell |
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|
2022
Q1 | $104K | Sell |
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|
2021
Q4 | $274K | Buy |
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|
2021
Q3 | $1K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $411K | Sell |
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|
2020
Q4 | $559K | Buy |
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|
2020
Q3 | $320K | Buy |
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|
2020
Q2 | $337K | Buy |
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|
2020
Q1 | $177K | Buy |
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|
2019
Q4 | $217K | Sell |
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|
2019
Q3 | $338K | Sell |
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|
2019
Q2 | $373K | Buy |
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|
2019
Q1 | $93K | Buy |
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|
2018
Q4 | $50K | Buy |
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|
2018
Q3 | $15K | Buy |
|