SEI Investments
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SEI Investments’s Coastal Financial CCB Stock Holding History

SEI Investments’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 		$2.04M Sell
21,020
-1,589
-7% -$154K ﹤0.01% 1638
2025
Q1 		$2.04M Buy
22,609
+15,057
+199% +$1.36M ﹤0.01% 1628
2024
Q4 		$641K Buy
+7,552
New +$641K ﹤0.01% 2094