Orion Portfolio Solutions’s Coastal Financial CCB Stock Holding History

Orion Portfolio Solutions’s Portfolio CCB Stock Details CCB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$5.41M	Sell
2024 Q4	$6.99M	Sell
2024 Q3	$4.56M	Sell
2024 Q2	$4.17M	Sell
2024 Q1	$3.8M	Sell
2023 Q4	$4.29M	Sell
2023 Q3	$4.56M	Sell
2023 Q2	$4.3M	Sell
2023 Q1	$4.38M	Buy