Madrona Financial Services’s Coastal Financial CCB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$370K	Hold	4,865	–	–	0.08%	77
2025 Q4	$557K	Sell	4,865 -13,600	-74%	-$1.48M	0.12%	65
2025 Q3	$2M	Hold	18,465	–	–	0.44%	31
2025 Q2	$1.79M	Hold	18,465	–	–	0.43%	32
2025 Q1	$1.67M	Hold	18,465	–	–	0.46%	29
2024 Q4	$1.57M	Hold	18,465	–	–	0.43%	40
2024 Q3	$997K	Hold	18,465	–	–	0.28%	42
2024 Q2	$852K	Hold	18,465	–	–	0.26%	42
2024 Q1	$718K	Hold	18,465	–	–	0.25%	43
2023 Q4	$820K	Hold	18,465	–	–	0.32%	39
2023 Q3	$792K	Hold	18,465	–	–	0.36%	43
2023 Q2	$695K	Buy	18,465 +1,465	+9%	+$52.3K	0.34%	49
2023 Q1	$612K	Hold	17,000	–	–	0.33%	42
2022 Q4	$808K	Hold	17,000	–	–	0.46%	28
2022 Q3	$676K	Hold	17,000	–	–	0.42%	28
2022 Q2	$648K	Hold	17,000	–	–	0.38%	33
2022 Q1	$739K	Hold	17,000	–	–	0.36%	39
2021 Q4	$861K	Buy	+17,000	New	+$704K	0.36%	35