ZWJ Investment Counsel’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $402K | Hold |
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|
2025
Q2 | $426K | Hold |
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|
2025
Q1 | $476K | Hold |
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|
2024
Q4 | $486K | Hold |
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|
2024
Q3 | $469K | Hold |
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|
2024
Q2 | $431K | Hold |
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|
2024
Q1 | $418K | Hold |
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|
2023
Q4 | $427K | Hold |
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|
2023
Q3 | $400K | Hold |
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|
2023
Q2 | $423K | Hold |
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|
2023
Q1 | $426K | Hold |
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|
2022
Q4 | $451K | Hold |
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|
2022
Q3 | $462K | Hold |
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|
2022
Q2 | $502K | Hold |
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|
2022
Q1 | $545K | Hold |
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|
2021
Q4 | $505K | Hold |
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|
2021
Q3 | $442K | Hold |
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|
2021
Q2 | $440K | Hold |
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|
2021
Q1 | $427K | Hold |
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|
2020
Q4 | $347K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $419K | Hold |
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|
2019
Q2 | $381K | Hold |
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|
2019
Q1 | $377K | Hold |
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|
2018
Q4 | $335K | Hold |
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|
2018
Q3 | $398K | Hold |
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|
2018
Q2 | $393K | Hold |
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|
2018
Q1 | $402K | Hold |
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|
2017
Q4 | $406K | Sell |
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|
2017
Q3 | $401K | Hold |
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|
2017
Q2 | $380K | Hold |
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|
2017
Q1 | $357K | Sell |
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|
2016
Q4 | $371K | Hold |
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|
2016
Q3 | $356K | Hold |
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|
2016
Q2 | $330K | Hold |
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|
2016
Q1 | $321K | Hold |
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|
2015
Q4 | $366K | Hold |
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|
2015
Q3 | $346K | Hold |
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|
2015
Q2 | $401K | Hold |
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|
2015
Q1 | $415K | Hold |
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|
2014
Q4 | $388K | Hold |
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|
2014
Q3 | $341K | Hold |
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|
2014
Q2 | $319K | Hold |
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|
2014
Q1 | $280K | Hold |
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|
2013
Q4 | $252K | Hold |
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|
2013
Q3 | $268K | Hold |
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|
2013
Q2 | $265K | Buy |
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