Colonial Trust Advisors’s GE Vernova GEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$671K Sell
1,268
-98
-7% -$51.9K 0.06% 133
2025
Q1
$417K Buy
1,366
+69
+5% +$21.1K 0.04% 149
2024
Q4
$427K Sell
1,297
-52
-4% -$17.1K 0.04% 151
2024
Q3
$344K Buy
1,349
+10
+0.7% +$2.55K 0.03% 163
2024
Q2
$230K Buy
+1,339
New +$230K 0.02% 174