A detailed history of Orion Portfolio Solutions, LLC transactions in Coastal Financial Corp stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 84,513 shares of CCB stock, worth $6.93 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
84,513
Previous 90,294 6.4%
Holding current value
$6.93 Million
Previous $4.17 Million 9.19%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 15, 2024

SELL
$43.73 - $53.83 $252,803 - $311,191
-5,781 Reduced 6.4%
84,513 $4.55 Million
Q2 2024

Aug 13, 2024

SELL
$37.38 - $46.14 $274,481 - $338,806
-7,343 Reduced 7.52%
90,294 $4.17 Million
Q1 2024

May 09, 2024

SELL
$35.99 - $43.78 $81,589 - $99,249
-2,267 Reduced 2.27%
97,637 $3.8 Million
Q4 2023

Feb 09, 2024

SELL
$36.8 - $45.6 $237,985 - $294,895
-6,467 Reduced 6.08%
99,904 $4.44 Million
Q3 2023

Nov 01, 2023

SELL
$36.7 - $47.36 $288,131 - $371,823
-7,851 Reduced 6.87%
106,371 $4.56 Million
Q2 2023

Aug 14, 2023

SELL
$32.7 - $40.94 $239,265 - $299,557
-7,317 Reduced 6.02%
114,222 $4.3 Million
Q1 2023

Aug 30, 2023

BUY
$32.73 - $48.08 $239,485 - $351,801
7,317 Added 6.41%
121,539 $4.38 Million
Q1 2023

May 15, 2023

BUY
$32.73 - $48.08 $3.98 Million - $5.84 Million
121,539 New
121,539 $4.38 Million

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 $1.06B
  • 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 Orion Portfolio Solutions, LLC Portfolio

Follow Orion Portfolio Solutions, 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 Orion Portfolio Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orion Portfolio Solutions, LLC with notifications on news.