Southland Equity Partners’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$353K Sell
3,885
-5
-0.1% -$454 0.08% 163
2025
Q1
$364K Buy
3,890
+9
+0.2% +$843 0.08% 155
2024
Q4
$353K Buy
3,881
+813
+26% +$73.9K 0.08% 152
2024
Q3
$318K Buy
3,068
+422
+16% +$43.8K 0.08% 163
2024
Q2
$257K Buy
2,646
+8
+0.3% +$776 0.07% 178
2024
Q1
$238K Hold
2,638
0.07% 189
2023
Q4
$210K Buy
+2,638
New +$210K 0.07% 188