USA Financial Formulas’s Coastal Financial CCB Stock Holding History

USA Financial Formulas’s Portfolio CCB Stock Details CCB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$102K	Buy
2025 Q2	–	Sell
2025 Q1	$113K	Sell
2024 Q4	$122K	Buy