Creative Planning
CCB icon

Creative Planning’s Coastal Financial CCB Stock Holding History

Creative Planning’s Portfolio CCB Stock Details CCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.11M Buy
11,466
+1,582
+16% +$153K ﹤0.01% 1759
2025
Q1 		$894K Buy
9,884
+2,132
+28% +$193K ﹤0.01% 1799
2024
Q4 		$658K Buy
7,752
+2,239
+41% +$190K ﹤0.01% 1967
2024
Q3 		$298K Buy
+5,513
New +$298K ﹤0.01% 2528