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Colonial Trust’s Schrodinger SDGR Stock Holding History

Colonial Trust’s Portfolio SDGR Stock Details SDGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-163
Closed -$3.27K – 1134
2025
Q3 		$3.27K Hold
163
– – ﹤0.01% 922
2025
Q2 		$3.36K Buy
163
+42
+35% +$959 ﹤0.01% 901
2025
Q1 		$2.42K Hold
121
– – ﹤0.01% 948
2024
Q4 		$2.28K Hold
121
– – ﹤0.01% 1203
2024
Q3 		$2.27K Hold
121
– – ﹤0.01% 1001
2024
Q2 		$2.35K Hold
121
– – ﹤0.01% 928
2024
Q1 		$3.22K Hold
121
– – ﹤0.01% 879
2023
Q4 		$4.5K Buy
121
+73
+152% +$2.12K ﹤0.01% 807
2023
Q3 		$1.67K Sell
48
-36
-43% -$1.45K ﹤0.01% 916
2023
Q2 		$4K Hold
84
– – ﹤0.01% 812
2023
Q1 		$2.11K Hold
84
– – ﹤0.01% 852
2022
Q4 		$1.58K Buy
+84
New +$1.74K ﹤0.01% 866

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RCMNY
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NAMA
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SIMG
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Lazard Asset Management
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