Colonial Trust’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
$769K Sell
1,454
-14
-1% -$7.41K 0.11% 140
2025
Q1
$448K Sell
1,468
-110
-7% -$33.6K 0.07% 184
2024
Q4
$519K Sell
1,578
-2
-0.1% -$658 0.08% 174
2024
Q3
$403K Buy
1,580
+513
+48% +$131K 0.06% 199
2024
Q2
$183K Buy
+1,067
New +$183K 0.03% 290