Callan Family Office’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.91M Buy
210,595
+48,864
+30% +$908K 0.12% 180
2025
Q1
$2.48M Sell
161,731
-6,467
-4% -$99.3K 0.19% 112
2024
Q4
$2.24M Buy
+168,198
New +$2.24M 0.14% 133