Pin Oak Investment Advisors’s Coastal Financial CCB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-800	Closed	-$34K	–	458
2023 Q3	$34K	Hold	800	–	–	0.04%	194
2023 Q2	$30K	Buy	+800	New	+$30K	0.03%	204