Magnus Financial Group’s Coastal Financial CCB Stock Holding History

Magnus Financial Group’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	$452K	Hold
2025 Q1	$422K	Sell
2024 Q4	$465K	Sell
2024 Q3	$310K	Hold
2024 Q2	$265K	Hold
2024 Q1	$223K	Sell
2023 Q4	$317K	Hold
2023 Q3	$306K	Buy