Number of Shares
156,634
Previous 154,124 1.63%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

BUY
N/A
2,510 Added 1.63%
156,634 $0
Q3 2024

Nov 12, 2024

BUY
N/A
4,082 Added 2.72%
154,124 $0
Q2 2024

Aug 14, 2024

SELL
N/A
-2,707 Reduced 1.77%
150,042 $0
Q1 2024

May 13, 2024

BUY
N/A
13,456 Added 9.66%
152,749 $0
Q4 2023

Feb 14, 2024

BUY
N/A
53,854 Added 63.03%
139,293 $0
Q3 2023

Nov 13, 2023

BUY
N/A
85,439 New
85,439 $0
Track This Portfolio

Track Colonial Trust Advisors Portfolio

Follow Colonial Trust Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Colonial Trust Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Colonial Trust Advisors with notifications on news.