Great Lakes Advisors’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
$4.53M Sell
46,776
-3,137
-6% -$304K 0.04% 306
2025
Q1
$4.51M Buy
+49,913
New +$4.51M 0.04% 292