Raymond James Financial
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Raymond James Financial’s Coastal Financial CCB Stock Holding History

Raymond James Financial’s Portfolio CCB Stock Details CCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$714K Buy
7,372
+1,105
+18% +$107K ﹤0.01% 3770
2025
Q1 		$567K Hold
6,267
– – ﹤0.01% 3842
2024
Q4 		$532K Buy
+6,267
New +$532K ﹤0.01% 3844