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D.A. DAVIDSON & CO. CCB Position History
Coastal Financial Corporation
Quarters held
4
Latest value
$4.3M
Q3 2026
Peak value
$14.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $14.4M |
| Q1 2026 | $9.6M |
| Q2 2026 | $8.7M |
| Q3 2026 | $4.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.3M | 108.0K | — | — |
| Q2 2026 | $8.7M | 112.0K | — | — |
| Q1 2026 | $9.6M | 125.5K | — | — |
| Q4 2025 | $14.4M | 125.5K | — | — |