Loring Wolcott & Coolidge Fiduciary Advisors’s Cadiz CDZI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Hold |
5,000
| – | – | ﹤0.01% | 462 |
|
|
2025
Q1 | $13.5K | Hold |
5,000
| – | – | ﹤0.01% | 461 |
|
|
2024
Q4 | $22.1K | Hold |
5,000
| – | – | ﹤0.01% | 447 |
|
|
2024
Q3 | $15.4K | Hold |
5,000
| – | – | ﹤0.01% | 470 |
|
|
2024
Q2 | $18.9K | Hold |
5,000
| – | – | ﹤0.01% | 456 |
|
|
2024
Q1 | $11.3K | Hold |
5,000
| – | – | ﹤0.01% | 486 |
|
|
2023
Q4 | $13.6K | Hold |
5,000
| – | – | ﹤0.01% | 484 |
|
|
2023
Q3 | $16.2K | Hold |
5,000
| – | – | ﹤0.01% | 497 |
|
|
2023
Q2 | $20.3K | Hold |
5,000
| – | – | ﹤0.01% | 500 |
|
|
2023
Q1 | $20.2K | Hold |
5,000
| – | – | ﹤0.01% | 468 |
|
|
2022
Q4 | $12.5K | Hold |
5,000
| – | – | ﹤0.01% | 489 |
|
|
2022
Q3 | $10K | Buy |
+5,000
| New | +$10K | ﹤0.01% | 526 |
|