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IFP Advisors, Inc COSO Position History
CoastalSouth Bancshares, Inc. • Banking
Quarters held
4
Latest value
$5K
Q3 2026
Peak value
$5K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $465 |
| Q1 2026 | $492 |
| Q2 2026 | $4K |
| Q3 2026 | $5K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5K | 172 | — | — |
| Q2 2026 | $4K | 157 | — | — |
| Q1 2026 | $492 | 20 | — | — |
| Q4 2025 | $465 | 20 | — | — |