Coastal Finl Corp Wa shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Coastal Finl Corp Wa (CCB) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Coastal Finl Corp Wa
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Quarterly reported holdings in Coastal Finl Corp Wa by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $359k | 3.3k | 108.17 |
| 2025-06-30 | $436k | 4.5k | 96.87 |
| 2025-03-31 | $331k | 3.7k | 90.41 |
| 2024-12-31 | $404k | 4.8k | 84.91 |
| 2024-09-30 | $252k | 4.7k | 53.99 |
| 2024-06-30 | $208k | 4.5k | 46.14 |
| 2023-12-31 | $234k | 5.3k | 44.41 |
| 2023-09-30 | $275k | 6.4k | 43.21 |
| 2023-06-30 | $237k | 6.3k | 37.65 |