Number of Shares
634
Previous 1,153 45.01%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

SELL
N/A
-519 Reduced 45.01%
634 $0
Q2 2024

Aug 14, 2024

SELL
N/A
-28 Reduced 2.37%
1,153 $0
Q1 2024

May 13, 2024

BUY
N/A
28 Added 2.43%
1,181 $0
Q1 2023

May 11, 2023

BUY
N/A
1,153 New
1,153 $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.