Jim Simons Coastal Financial Corp

Current Value of Holding

$0

Shares

0

% of Portfolio

0.00%

Average Buy Price

$94.4

Avg closing price
Price range
Jim Simons Portfolio Stock Details (CCB)

21 Jim Simons Coastal Financial Trades

The first Coastal Financial trade was made in Q3 2019. Since then Jim Simons bought shares seven more times and sold shares on thirteen occasions. The investor sold all their shares in Q2 2026 and doesn't own any shares in Coastal Financial anymore.

Avg closing price
Price range
Sold -22.6k shares Q2 2026
Avg closing price $75.05
Price range $67.82 - $86.68
New holding (+22.6k shares) Q1 2026
Avg closing price $94.45
Price range $73.39 - $118.97
Sold -5.47k shares Q1 2024
Avg closing price $39.55
Price range $35.99 - $43.78
Sold 47.7% shares (-5k shares) Q4 2023
Avg closing price $41.29
Price range $36.80 - $45.60
Sold 67.5% shares (-21.7k shares) Q3 2023
Avg closing price $43.41
Price range $36.70 - $47.36
Sold 7.4% shares (-2.57k shares) Q2 2023
Avg closing price $35.71
Price range $32.70 - $40.94
Increased shares by 6.8% (+2.2k shares) Q1 2023
Avg closing price $43.07
Price range $32.73 - $48.08
Sold 50.2% shares (-32.8k shares) Q4 2022
Avg closing price $46.35
Price range $39.16 - $53.62
Sold 32.0% shares (-30.8k shares) Q3 2022
Avg closing price $40.36
Price range $37.08 - $43.74
Increased shares by 19.8% (+15.9k shares) Q2 2022
Avg closing price $40.16
Price range $35.94 - $46.35
Increased shares by 63.2% (+31.1k shares) Q1 2022
Avg closing price $48.64
Price range $44.97 - $53.23
Sold 27.9% shares (-19k shares) Q4 2021
Avg closing price $41.42
Price range $31.00 - $52.03
Increased shares by 14.6% (+8.7k shares) Q3 2021
Avg closing price $29.80
Price range $27.50 - $33.03
Increased shares by 1.0% (+597 shares) Q2 2021
Avg closing price $29.28
Price range $25.62 - $31.97
Sold 10.4% shares (-6.8k shares) Q1 2021
Avg closing price $24.71
Price range $19.80 - $31.49
Sold 10.2% shares (-7.5k shares) Q4 2020
Avg closing price $17.84
Price range $12.40 - $22.30
Sold 9.2% shares (-7.4k shares) Q3 2020
Avg closing price $13.82
Price range $12.25 - $15.97
Sold 18.6% shares (-18.5k shares) Q2 2020
Avg closing price $13.17
Price range $9.32 - $15.55
Sold 18.0% shares (-21.7k shares) Q1 2020
Avg closing price $15.63
Price range $9.01 - $18.10
Increased shares by 13.5% (+14.3k shares) Q4 2019
Avg closing price $16.17
Price range $14.89 - $17.50
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