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USA Financial Formulas’s Coastal Financial CCB Stock Holding History

USA Financial Formulas’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 		– Sell
-1,254
Closed -$113K – 262
2025
Q1 		$113K Sell
1,254
-187
-13% -$16.9K 0.02% 172
2024
Q4 		$122K Buy
+1,441
New +$122K 0.02% 199