Painted Porch 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
$339K Hold
3,500
0.14% 49
2025
Q1
$316K Hold
3,500
0.13% 51
2024
Q4
$297K Buy
3,500
+1,500
+75% +$127K 0.15% 56
2024
Q3
$108K Buy
+2,000
New +$108K 0.05% 92