Rothschild Investment LLC’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	$3.39K	Hold	35	–	–	﹤0.01%	1708
2025 Q1	$3.16K	Buy	35 +10	+40%	+$904	﹤0.01%	1653
2024 Q4	$2.12K	Buy	25 +5	+25%	+$425	﹤0.01%	1765
2024 Q3	$1.08K	Buy	20 +10	+100%	+$540	﹤0.01%	2117
2024 Q2	$461	Buy	+10	New	+$461	﹤0.01%	2071