A detailed history of Advisor Group Holdings, Inc. transactions in Coastal Financial Corp stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 5,032 shares of CCB stock, worth $406,183. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,032
Previous 5,137 2.04%
Holding current value
$406,183
Previous $237,000 13.92%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$43.73 - $53.83 $4,591 - $5,652
-105 Reduced 2.04%
5,032 $270,000
Q2 2024

Aug 13, 2024

SELL
$37.38 - $46.14 $4,822 - $5,952
-129 Reduced 2.45%
5,137 $237,000
Q1 2024

May 10, 2024

SELL
$35.99 - $43.78 $151,373 - $184,138
-4,206 Reduced 44.4%
5,266 $204,000
Q4 2023

Feb 12, 2024

BUY
$36.8 - $45.6 $96,636 - $119,745
2,626 Added 38.36%
9,472 $420,000
Q3 2023

Nov 13, 2023

BUY
$36.7 - $47.36 $41,874 - $54,037
1,141 Added 20.0%
6,846 $293,000
Q2 2023

Aug 10, 2023

SELL
$32.7 - $40.94 $144,174 - $180,504
-4,409 Reduced 43.59%
5,705 $214,000
Q1 2023

May 12, 2023

SELL
$32.73 - $48.08 $20,096 - $29,521
-614 Reduced 5.72%
10,114 $364,000
Q4 2022

Feb 10, 2023

BUY
$39.16 - $53.62 $7,166 - $9,812
183 Added 1.74%
10,728 $509,000
Q3 2022

Nov 14, 2022

SELL
$37.08 - $43.73 $184,361 - $217,425
-4,972 Reduced 32.04%
10,545 $418,000
Q2 2022

Aug 10, 2022

BUY
$35.94 - $46.35 $33,388 - $43,059
929 Added 6.37%
15,517 $591,000
Q1 2022

May 04, 2022

BUY
$44.97 - $53.23 $185,186 - $219,201
4,118 Added 39.33%
14,588 $667,000
Q3 2021

Nov 05, 2021

BUY
$27.5 - $33.03 $9,267 - $11,131
337 Added 3.33%
10,470 $334,000
Q2 2021

Aug 02, 2021

BUY
$25.62 - $31.97 $7,737 - $9,654
302 Added 3.07%
10,133 $289,000
Q1 2021

May 13, 2021

BUY
$19.8 - $31.49 $13,563 - $21,570
685 Added 7.49%
9,831 $258,000
Q4 2020

Feb 10, 2021

BUY
$12.4 - $22.3 $32,798 - $58,983
2,645 Added 40.69%
9,146 $192,000
Q3 2020

Nov 12, 2020

BUY
$12.25 - $15.97 $1,433 - $1,868
117 Added 1.83%
6,501 $80,000
Q2 2020

Aug 14, 2020

BUY
$9.32 - $15.55 $10,168 - $16,965
1,091 Added 20.61%
6,384 $92,000
Q1 2020

May 18, 2020

BUY
$9.01 - $18.1 $47,689 - $95,803
5,293 New
5,293 $55,000

Others Institutions Holding CCB

About COASTAL FINANCIAL CORP


  • Ticker CCB
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 12,950,900
  • Market Cap $1.05B
  • Description
  • Coastal Financial Corporation operates as the bank holding company for Coastal Community Bank that provides various banking products and services to small to medium-sized businesses, professionals, and individuals in the Puget Sound region in Washington. It accepts a range of deposit products, including demand and savings accounts, time deposits...
More about CCB
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