EWA
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EverSource Wealth Advisors’s Coastal Financial CCB Stock Holding History

EverSource Wealth Advisors’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 		$13.6K Buy
140
+117
+509% +$11.3K ﹤0.01% 2590
2025
Q1 		$2.08K Buy
23
+15
+188% +$1.36K ﹤0.01% 2912
2024
Q4 		$679 Buy
+8
New +$679 ﹤0.01% 3092