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Allegiance Financial Group Advisory Services’s Colgate-Palmolive CL Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio CL Stock Details CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,135
Closed -$200K – 162
2025
Q1 		$200K Buy
+2,135
New +$191K 0.06% 130
2024
Q4 		– Sell
-2,101
Closed -$218K – 114
2024
Q3 		$218K Buy
2,101
+1
+0% +$102 0.08% 71
2024
Q2 		$204K Buy
+2,100
New +$194K 0.08% 67

Other funds holding CL

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Allegiance Financial Group Advisory Services's CL Position: Q2 2025 in Review

Allegiance Financial Group Advisory Services sold out of Colgate-Palmolive (CL) in Q2 2025, closing a stake of 2,135 shares — an estimated $200K sold.

Allegiance Financial Group Advisory Services first reported a position in CL in Q2 2024 and held it in 3 quarters. The position peaked at $218K in Q3 2024. 1,913 funds tracked by Wall St. Rank hold CL as of Q2 2025.

  • Allegiance Financial Group Advisory Services reported no remaining Colgate-Palmolive position as of Q2 2025 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 2,135 Colgate-Palmolive shares in Q2 2025, an estimated $200K.
  • Allegiance Financial Group Advisory Services first reported a position in Colgate-Palmolive in Q2 2024 and held it in 3 quarters.
  • Allegiance Financial Group Advisory Services's Colgate-Palmolive position peaked at $218K in Q3 2024.
  • 1,913 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2025, filed 23 Jul 2025.