R Squared’s Coastal Financial CCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-50
Closed -$4.25K 505
2024
Q4
$4.25K Buy
+50
New +$4.25K ﹤0.01% 1349