Colonial Trust Advisors’s Gen Digital GEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$14.2K Hold
2025
Q2
$14.7K Hold
2025
Q1
$13.3K Hold
2024
Q4
$13.7K Hold
2024
Q3
$13.7K Hold
2024
Q2
$12.5K Hold
2024
Q1
$11.2K Hold
2023
Q4
$11.4K Hold
2023
Q3
$8.84K Hold
2023
Q2
$9.28K Hold
2023
Q1
$8.58K Sell
2022
Q4
$11K Buy
2015
Q3
Sell
2015
Q2
$1.03M Sell
2015
Q1
$1.04M Buy
2014
Q4
$869K Sell
2014
Q3
$913K Sell
2014
Q2
$914K Buy
2014
Q1
$410K Buy