Riverwater Partners’s Coastal Financial CCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.2M Sell
2025
Q2
$2.89M Sell
2025
Q1
$2.7M Sell
2024
Q4
$3.12M Sell
2024
Q3
$2.01M Buy
2024
Q2
$381K Buy
2024
Q1
$302K Sell
2023
Q4
$349K Buy
2023
Q3
$332K Buy