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 $368,845. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,032
Previous 5,137 2.04%
Holding current value
$368,845
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 $949M
  • 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
Track This Portfolio

Track Advisor Group Holdings, Inc. Portfolio

Follow Advisor Group Holdings, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Group Holdings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advisor Group Holdings, Inc. with notifications on news.