Westwood Holdings Group’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 | $41.2M | Sell |
424,967
-24,146
| -5% | -$2.34M | 0.31% | 113 |
|
|
2025
Q1 | $40.6M | Buy |
449,113
+359,371
| +400% | +$32.5M | 0.31% | 112 |
|
|
2024
Q4 | $7.62M | Buy |
+89,742
| New | +$7.62M | 0.06% | 240 |
|
|
2022
Q4 | – | Sell |
-11,388
| Closed | -$452K | – | 565 |
|
|
2022
Q3 | $452K | Buy |
11,388
+4,730
| +71% | +$188K | 0.01% | 377 |
|
|
2022
Q2 | $254K | Buy |
+6,658
| New | +$254K | ﹤0.01% | 428 |
|