NewEdge Advisors’s Coastal Financial CCB Stock Holding History

NewEdge 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	$19.6K	Hold
2025 Q1	$18.3K	Hold
2024 Q4	$17.2K	Hold
2024 Q3	$10.9K	Hold
2024 Q2	$9.32K	Hold
2024 Q1	$7.85K	Sell
2023 Q4	$16.1K	Buy
2023 Q1	–	Sell
2022 Q4	$101K	Buy