Colonial Trust Advisors Asset Management

Colonial Trust Advisors

  • $1.19 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$102B
$13.2 Million 1.11% of portfolio
88,469
Q2 2025 Added 0.8%
$1.39B
$2.34 Million 0.2% of portfolio
48,932
Q2 2025 Added 0.35%
$0
$126,000 0.01% of portfolio
5,000
Q4 2022 New
$0
$93,000 0.01% of portfolio
10,685
Q2 2025 New
$0
$76,000 0.01% of portfolio
9,815
Q2 2025 New
$0
$66,000 0.01% of portfolio
6,775
Q4 2024 Reduced 3.56%
$0
$65,000 0.01% of portfolio
11,345
Q2 2025 New
$0
$64,000 0.01% of portfolio
5,225
Q2 2025 New
$0
$58,000 0.0% of portfolio
6,725
Q2 2025 New
$0
$57,000 0.0% of portfolio
3,697
Q2 2025 New
$0
$54,000 0.0% of portfolio
1,500
Q4 2024 Reduced 25.0%
$0
$52,000 0.0% of portfolio
3,508
Q2 2025 New
$4.28B
$48,000 0.0% of portfolio
822
Q2 2025 Added 1.86%
$0
$42,000 0.0% of portfolio
2,047
Q2 2025 Added 0.44%
$0
$32,000 0.0% of portfolio
3,500
Q2 2025 Added 40.0%
$0
$30,000 0.0% of portfolio
2,200
Q2 2025 New
$0
$27,000 0.0% of portfolio
3,890
Q2 2025 New
$0
$14,000 0.0% of portfolio
1,900
Q4 2022 New
$0
$14,000 0.0% of portfolio
2,750
Q2 2025 New
$0
$11,000 0.0% of portfolio
1,893
Q2 2025 New
$0
$11,000 0.0% of portfolio
378
Q2 2025 New
$87.2B
$9,000 0.0% of portfolio
100
Q4 2024 New
$0
$8,000 0.0% of portfolio
625
Q2 2025 New
$0
$4,000 0.0% of portfolio
573
Q2 2025 New
$74.6B
$2,000 0.0% of portfolio
20
Q3 2023 Reduced 20.0%
$283M
$0 0.0% of portfolio
110
Q4 2022 New
$0
$0 0.0% of portfolio
31
Q4 2024 New
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