Zurich Cantonal Bank’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 | $171K | Hold |
1,767
| – | – | ﹤0.01% | 2204 |
|
|
2025
Q1 | $160K | Hold |
1,767
| – | – | ﹤0.01% | 2208 |
|
|
2024
Q4 | $150K | Sell |
1,767
-1,314
| -43% | -$112K | ﹤0.01% | 2274 |
|
|
2024
Q3 | $166K | Buy |
3,081
+2,019
| +190% | +$109K | ﹤0.01% | 2208 |
|
|
2024
Q2 | $49K | Hold |
1,062
| – | – | ﹤0.01% | 2544 |
|
|
2024
Q1 | $41.3K | Hold |
1,062
| – | – | ﹤0.01% | 2583 |
|
|
2023
Q4 | $47.2K | Hold |
1,062
| – | – | ﹤0.01% | 2607 |
|
|
2023
Q3 | $45.6K | Hold |
1,062
| – | – | ﹤0.01% | 2619 |
|
|
2023
Q2 | $40K | Hold |
1,062
| – | – | ﹤0.01% | 2656 |
|
|
2023
Q1 | $38.2K | Buy |
+1,062
| New | +$38.2K | ﹤0.01% | 2649 |
|