Zurich Cantonal Bank’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 | $191K | Hold |
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|
2025
Q2 | $171K | Hold |
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|
2025
Q1 | $160K | Hold |
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|
2024
Q4 | $150K | Sell |
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|
2024
Q3 | $166K | Buy |
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|
2024
Q2 | $49K | Hold |
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|
2024
Q1 | $41.3K | Hold |
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|
2023
Q4 | $47.2K | Hold |
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|
2023
Q3 | $45.6K | Hold |
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|
2023
Q2 | $40K | Hold |
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|
2023
Q1 | $38.2K | Buy |
|