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ATWOOD & PALMER INC CCB Position History
Coastal Financial Corporation
Quarters held
4
Latest value
$1K
Q3 2026
Peak value
$4K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4K |
| Q1 2026 | $3K |
| Q2 2026 | $3K |
| Q3 2026 | $1K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1K | 33 | — | — |
| Q2 2026 | $3K | 33 | — | — |
| Q1 2026 | $3K | 33 | — | — |
| Q4 2025 | $4K | 33 | — | — |