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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13.6K	Buy
2025 Q1	$2.08K	Buy
2024 Q4	$679	Buy