COASTAL FINL CORP WA

Ticker: CCB CUSIP: 19046P209 Class: Common Stock

Portside Wealth Group, LLC's Holding History (CIK: 0001978608)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,427 Value ($000) $278 Avg Close $109.10 Range $98.80 - $120.05
Q3 2025
Shares 3,319 Value ($000) $359 Avg Close $105.99 Range $91.25 - $119.22
Q2 2025
Shares 4,505 Value ($000) $436 Avg Close $86.17 Range $76.11 - $100.15
Q1 2025
Shares 3,666 Value ($000) $331 Avg Close $87.39 Range $78.48 - $102.25
Q4 2024
Shares 4,763 Value ($000) $404 Avg Close $69.78 Range $51.45 - $87.10
Q3 2024
Shares 4,669 Value ($000) $252 Avg Close $50.13 Range $43.43 - $54.73
Q2 2024
Shares 4,503 Value ($000) $208 Avg Close $42.06 Range $37.30 - $46.59
Q4 2023
Shares 5,272 Value ($000) $234 Avg Close $41.29 Range $36.48 - $46.50
Q3 2023
Shares 6,364 Value ($000) $275 Avg Close $43.41 Range $36.54 - $48.50
Q2 2023
Shares 6,304 Value ($000) $237 Avg Close $35.71 Range $32.20 - $41.37