A detailed history of Cox Capital Mgt LLC transactions in Coastal Financial Corp stock. As of the latest transaction made, Cox Capital Mgt LLC holds 34,183 shares of CCB stock, worth $1.7 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
34,183
Previous 36,010 5.07%
Holding current value
$1.7 Million
Previous $1.4 Million 12.72%
% of portfolio
0.97%
Previous 0.88%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$37.38 - $46.14 $68,293 - $84,297
-1,827 Reduced 5.07%
34,183 $1.58 Million
Q1 2024

Apr 10, 2024

BUY
$35.99 - $43.78 $20,010 - $24,341
556 Added 1.57%
36,010 $1.4 Million
Q4 2023

Jan 12, 2024

BUY
$36.8 - $45.6 $578,864 - $717,288
15,730 Added 79.75%
35,454 $1.57 Million
Q3 2023

Oct 10, 2023

BUY
$36.7 - $47.36 $97,658 - $126,024
2,661 Added 15.6%
19,724 $846,000
Q2 2023

Jul 10, 2023

BUY
$32.7 - $40.94 $14,224 - $17,808
435 Added 2.62%
17,063 $642,000
Q1 2023

Apr 11, 2023

BUY
$32.73 - $48.08 $5,105 - $7,500
156 Added 0.95%
16,628 $598,000
Q4 2022

Jan 11, 2023

BUY
$39.16 - $53.62 $645,043 - $883,228
16,472 New
16,472 $0
Q1 2022

Apr 05, 2022

SELL
$44.97 - $53.23 $179,880 - $212,920
-4,000 Closed
0 $0
Q4 2021

Jan 21, 2022

BUY
$31.0 - $52.03 $124,000 - $208,120
4,000 New
4,000 $202,000

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 $643M
  • 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 Cox Capital Mgt LLC Portfolio

Follow Cox Capital Mgt LLC 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 Cox Capital Mgt LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cox Capital Mgt LLC with notifications on news.