Parallel Advisors, LLC Coastal Financial Corp Transaction History

Parallel Advisors, LLC

$4.87 Billion
Q2 2025

A detailed history of Parallel Advisors, LLC transactions in Coastal Financial Corp stock. As of the latest transaction made, Parallel Advisors, LLC holds 5,978 shares of CCB stock, worth $624,222. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,978

Previous 5,978 -0.0%

Holding current value

$624,222

Previous $540,000 7.22%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	SELL	$79.67 - $100.71 $159,100 - $201,117	-1,997 Reduced 25.04%	5,978 $540,000
Q4 2024 Feb 10, 2025	SELL	$52.0 - $85.98 $1,560 - $2,579	-30 Reduced 0.37%	7,975 $677,000
Q2 2024 Aug 08, 2024	BUY	$37.38 - $46.14 $8,485 - $10,473	227 Added 2.92%	8,005 $369,000
Q1 2023 Apr 25, 2023	SELL	$32.73 - $48.08 $47,098 - $69,187	-1,439 Reduced 15.61%	7,778 $280,000
Q4 2022 Feb 03, 2023	SELL	$39.16 - $53.62 $7,557 - $10,348	-193 Reduced 2.05%	9,217 $437,000
Q3 2022 Nov 10, 2022	SELL	$37.08 - $43.73 $96,296 - $113,566	-2,597 Reduced 21.63%	9,410 $374,000
Q2 2022 Aug 01, 2022	BUY	$35.94 - $46.35 $14,771 - $19,049	411 Added 3.54%	12,007 $458,000
Q1 2022 Apr 28, 2022	SELL	$44.97 - $53.23 $8,949 - $10,592	-199 Reduced 1.69%	11,596 $537,000
Q2 2021 Aug 06, 2021	SELL	$25.62 - $31.97 $1,690 - $2,110	-66 Reduced 0.56%	11,795 $337,000
Q4 2020 Feb 02, 2021	BUY	$12.4 - $22.3 $30,578 - $54,991	2,466 Added 26.25%	11,861 $249,000
Q2 2019 Aug 05, 2019	BUY	$15.27 - $17.04 $36,724 - $40,981	2,405 Added 34.41%	9,395 $145,000
Q1 2019 May 01, 2019	BUY	$14.76 - $17.05 $103,172 - $119,179	6,990 New	6,990 $119,000

Others Institutions Holding CCB

# of Institutions

187

Shares Held

11.5M

Call Options Held

19.4K

Put Options Held

6.4K

View Full List

About COASTAL FINANCIAL CORP

Ticker CCB
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 12,950,900
Market Cap $1.35B
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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Parallel Advisors, LLC Coastal Financial Corp Transaction History