Colonial Trust Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38K | Sell |
519
-200
| -28% | -$2.07K | ﹤0.01% | 583 |
|
|
2025
Q1 | $7.4K | Hold |
719
| – | – | ﹤0.01% | 529 |
|
|
2024
Q4 | $6.86K | Hold |
719
| – | – | ﹤0.01% | 531 |
|
|
2024
Q3 | $7.61K | Sell |
719
-800
| -53% | -$8.46K | ﹤0.01% | 569 |
|
|
2024
Q2 | $12.5K | Hold |
1,519
| – | – | ﹤0.01% | 498 |
|
|
2024
Q1 | $12.9K | Hold |
1,519
| – | – | ﹤0.01% | 550 |
|
|
2023
Q4 | $12.5K | Hold |
1,519
| – | – | ﹤0.01% | 474 |
|
|
2023
Q3 | $12.7K | Hold |
1,519
| – | – | ﹤0.01% | 481 |
|
|
2023
Q2 | $12.7K | Hold |
1,519
| – | – | ﹤0.01% | 493 |
|
|
2023
Q1 | $12.4K | Hold |
1,519
| – | – | ﹤0.01% | 483 |
|
|
2022
Q4 | $12.2K | Buy |
+1,519
| New | +$12.2K | ﹤0.01% | 481 |
|