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SummerHaven Investment Management’s Coastal Financial CCB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.68M Buy
17,303
+165
+1% +$16K 1.1% 2
2025
Q1
$1.55M Buy
17,138
+161
+0.9% +$14.6K 1.08% 2
2024
Q4
$1.44M Hold
16,977
0.89% 6
2024
Q3
$917K Buy
+16,977
New +$917K 0.56% 49