Arax Advisory Partners’s Coastal Financial CCB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-91	Closed	-$7.73K	–	2722
2024 Q4	$7.73K	Hold	91	–	–	﹤0.01%	1574
2024 Q3	$4.91K	Hold	91	–	–	﹤0.01%	1718
2024 Q2	$4.2K	Buy	+91	New	+$4.2K	﹤0.01%	1669