Fiduciary Trust’s Coastal Financial CCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Sell
3,337
-489
-13% -$47.4K ﹤0.01% 657
2025
Q1
$346K Sell
3,826
-114
-3% -$10.3K ﹤0.01% 621
2024
Q4
$335K Buy
+3,940
New +$335K ﹤0.01% 555