Calton & Associates, Inc. Sells in Q4 2024

Calton & Associates, Inc.

  • $211 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
-489
- 18.86%
$129.55 - $143.41 $63.3K - $70.1K
2.1K $276K
AMGN
Amgen Inc

Healthcare
-45
- 5.33%
$258.78 - $328.31 $11.6K - $14.8K
799 $208K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-235
- 3.65%
$96.64 - $101.23 $22.7K - $23.8K
6.21K $601K
HON
Honeywell International Inc

Industrials
-368
- 20.01%
$202.84 - $236.0 $74.6K - $86.8K
1.47K $332K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-186
- 5.8%
$174.22 - $187.62 $32.4K - $34.9K
3.02K $529K
SOFI
So Fi Technologies, Inc.

Financial Services
-22.6K
- 55.86%
$7.63 - $16.88 $172K - $381K
17.9K $274K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
-127
- 0.74%
$46.38 - $48.42 $5.89K - $6.15K
17K $788K
PEG
Public Service Enterprise Group Inc

Utilities
-45
- 0.69%
$81.87 - $94.51 $3.68K - $4.25K
6.46K $545K
FXI
Ishares Tr

ETFs
-400
- 2.39%
$29.52 - $36.69 $11.8K - $14.7K
16.4K $498K
MMM
3 M CO

Industrials
-114
- 5.37%
$124.74 - $137.12 $14.2K - $15.6K
2.01K $259K
DAL
Delta Air Lines, Inc.

Industrials
-1.08K
- 22.05%
$47.46 - $65.77 $51K - $70.7K
3.8K $229K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-79
- 2.87%
$84.54 - $91.18 $6.68K - $7.2K
2.67K $226K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-70
- 1.05%
$114.02 - $125.22 $7.98K - $8.77K
6.6K $759K
Gsk PLC
-156
- 2.47%
N/A
6.16K $0
PNC
Pnc Financial Services Group, Inc.

Financial Services
-150
- 4.0%
$178.39 - $215.0 $26.8K - $32.3K
3.6K $694K
TFC
Truist Financial Corp

Financial Services
-4
- 0.07%
$41.51 - $48.1 $166 - $192
5.77K $250K
GS
Goldman Sachs Group Inc

Financial Services
-217
- 13.2%
$486.1 - $608.57 $105K - $132K
1.43K $817K
C
Citigroup Inc

Financial Services
-147
- 3.07%
$61.31 - $72.5 $9.01K - $10.7K
4.64K $326K
JPM
Jpmorgan Chase & CO

Financial Services
-808
- 10.27%
$205.18 - $250.29 $166K - $202K
7.06K $1.69M
CGGR
Capital Group Growth ETF Shs C

ETFs
-5.79K
- 5.22%
$34.49 - $39.24 $200K - $227K
105K $3.91M
BAC
Bank Of America Corp

Financial Services
-241
- 1.34%
$39.22 - $47.77 $9.45K - $11.5K
17.7K $779K
MS
Morgan Stanley

Financial Services
-34
- 0.74%
$104.42 - $134.99 $3.55K - $4.59K
4.54K $570K
Activity Summary
Buys All Purchases 117 New Holdings 50 Increased Positions 67 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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