Colonial Trust’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.1K Hold
169
﹤0.01% 743
2025
Q1
$13.3K Hold
169
﹤0.01% 733
2024
Q4
$18.6K Hold
169
﹤0.01% 822
2024
Q3
$13.6K Hold
169
﹤0.01% 768
2024
Q2
$12.4K Hold
169
﹤0.01% 747
2024
Q1
$14.3K Hold
169
﹤0.01% 707
2023
Q4
$17.5K Hold
169
﹤0.01% 651
2023
Q3
$18.9K Buy
169
+61
+56% +$6.83K ﹤0.01% 613
2023
Q2
$10.9K Hold
108
﹤0.01% 686
2023
Q1
$10.8K Hold
108
﹤0.01% 667
2022
Q4
$9.04K Buy
+108
New +$9.04K ﹤0.01% 685