Number of Shares
25,025.00
Current Holdings Value*
$2.26 Mil
% of Portfolio
1.33%
Total Estimate Gain
$433,120.75
% of Total Estimate Gain
20.29%

Timothy Plan Small Cap Value Fund's Coastal Financial Corp Holding Summary

As of 2025-03-31, Timothy Plan Small Cap Value Fund held 25,025.00 shares of Coastal Financial Corp(CCB), totaling $2.26 Mil. This investment constitutes 1.33% of their stock portfolio, and Timothy Plan Small Cap Value Fund now holds 0.17% of the outstanding Coastal Financial Corp(CCB) stock.

The initial trade took place in 2024Q4. And since then Timothy Plan Small Cap Value Fund has made 2 purchases of CCB, at an average price of $85.31, for a total of 25,025.00 shares. Based on historical transaction data and CCB's current price of $102.62, Timothy Plan Small Cap Value Fund's estimated gain on his CCB holdings is $433,120.75, reflecting a 20.29% gain to date.

Timothy Plan Small Cap Value Fund CCB ($102.62) Holding Chart

Timothy Plan Small Cap Value Fund CCB ($102.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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