Caldwell Trust’s Salisbury Bancorp, Inc. SAL Stock Holding History

Caldwell Trust’s Portfolio SAL Stock Details SAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-500	Closed	-$11.8K	–	760
2023 Q2	$11.8K	Hold	500	–	–	﹤0.01%	619
2023 Q1	$12.1K	Hold	500	–	–	﹤0.01%	608
2022 Q4	$15.7K	Hold	500	–	–	﹤0.01%	569
2022 Q3	$12K	Hold	500	–	–	﹤0.01%	586
2022 Q2	$11.8K	Hold	500	–	–	﹤0.01%	607
2022 Q1	$14.2K	Hold	500	–	–	﹤0.01%	606
2021 Q4	$13.7K	Hold	500	–	–	﹤0.01%	604
2021 Q3	$12.7K	Hold	500	–	–	﹤0.01%	615
2021 Q2	$12.7K	Hold	500	–	–	﹤0.01%	624
2021 Q1	$11.1K	Hold	500	–	–	﹤0.01%	624
2020 Q4	$9.32K	Hold	500	–	–	﹤0.01%	628
2020 Q3	$7.9K	Hold	500	–	–	﹤0.01%	633
2020 Q2	$10.2K	Hold	500	–	–	﹤0.01%	638
2020 Q1	$7.75K	Hold	500	–	–	﹤0.01%	663
2019 Q4	$11.4K	Buy	+500	New	+$10.4K	﹤0.01%	666

Caldwell Trust's SAL Position: Q3 2023 in Review

Caldwell Trust sold out of Salisbury Bancorp, Inc. (SAL) in Q3 2023, closing a stake of 500 shares — an estimated $11.8K sold.

Caldwell Trust first reported a position in SAL in Q4 2019 and held it in 15 quarters. The position peaked at $15.7K in Q4 2022. 0 funds tracked by Wall St. Rank hold SAL as of Q3 2023.

Caldwell Trust reported no remaining Salisbury Bancorp, Inc. position as of Q3 2023 after selling out during the quarter.
Caldwell Trust sold 500 Salisbury Bancorp, Inc. shares in Q3 2023, an estimated $11.8K.
Caldwell Trust first reported a position in Salisbury Bancorp, Inc. in Q4 2019 and held it in 15 quarters.
Caldwell Trust's Salisbury Bancorp, Inc. position peaked at $15.7K in Q4 2022.
0 funds tracked by Wall St. Rank held Salisbury Bancorp, Inc. as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.