Colonial Trust Advisors’s C3.ai AI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.14K Sell
250
-150
-38% -$3.69K ﹤0.01% 568
2025
Q1
$8.42K Buy
+400
New +$8.42K ﹤0.01% 514