Advisor Group Holdings, Inc. Coastal Financial Corp Transaction History

Advisor Group Holdings, Inc.

$67.1 Billion
Q3 2025

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 538 shares of CCB stock, worth $56,409. This represents 0.0% of its overall portfolio holdings.

Number of Shares

538

Previous 446 20.63%

Holding current value

$56,409

Previous $43,000 34.88%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$92.4 - $118.0 $8,500 - $10,856	92 Added 20.63%	538 $58,000
Q2 2025 Sep 04, 2025	BUY	$79.01 - $99.95 $19,752 - $24,987	250 Added 127.55%	446 $43,000
Q2 2025 Aug 13, 2025	SELL	$79.01 - $99.95 $36,976 - $46,776	-468 Reduced 70.48%	196 $18,000
Q1 2025 May 12, 2025	BUY	$79.67 - $100.71 $20,873 - $26,386	262 Added 65.17%	664 $60,000
Q4 2024 Jun 06, 2025	SELL	$52.0 - $85.98 $13,624 - $22,526	-262 Reduced 39.46%	402 $34,000

Q4 2024 Feb 07, 2025	SELL	$52.0 - $85.98 $240,760 - $398,087	-4,630 Reduced 92.01%	402 $34,000
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

# of Institutions

196

Shares Held

12.1M

Call Options Held

40K

Put Options Held

View Full List

About COASTAL FINANCIAL CORP

Ticker CCB
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 12,950,900
Market Cap $1.36B
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...

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Advisor Group Holdings, Inc. Coastal Financial Corp Transaction History