• 13F History

Colonial Trust Co / SC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$673M
Signature - Title
Bert D. Barre - Executive VP & Chief Compliance Officer
Location
Spartanburg, SC
Summary
This page shows a list of all the recent 13F filings made by Colonial Trust Co / SC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Colonial Trust Co / SC reported 1321 stock holdings with total value $673M as of Q4 2024. Top holdings included AAPL, MSFT, LLY, IVV, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,321 $673M +$56.7M -$17.4M +$39.3M AAPL, MSFT, LLY, IVV, AMZN 13F-HR 2/14/2025, 09:38 AM
Q3 2024 1,103 $648M +$73.5M -$18.1M +$55.4M AAPL, MSFT, LLY, IVV, HUM 13F-HR 11/12/2024, 02:31 PM
Q2 2024 981 $568M +$46.7M -$17.1M +$29.6M AAPL, MSFT, LLY, HUM, IVV 13F-HR 8/14/2024, 08:29 AM
Q1 2024 979 $534M +$36.4M -$11.7M +$24.7M AAPL, MSFT, HUM, LLY, IVV 13F-HR 5/13/2024, 05:41 PM
Q4 2023 956 $480M +$47.4M -$9.4M +$38M AAPL, MSFT, LLY, IVV, AMZN 13F-HR 2/14/2024, 09:03 AM
Q3 2023 981 $404M +$14.3M -$15.1M -$806K AAPL, MSFT, LLY, IVV, DGRO 13F-HR 11/13/2023, 10:01 AM
Q2 2023 986 $417M +$16.6M -$17.2M -$683K AAPL, MSFT, IVV, LLY, JNJ 13F-HR 8/14/2023, 10:56 AM
Q1 2023 896 $393M +$24.8M -$10.1M +$14.8M AAPL, MSFT, IVV, JNJ, LLY 13F-HR 5/11/2023, 04:05 PM
Q4 2022 904 $366M +$39M -$11.4M +$27.6M AAPL, MSFT, IVV, JNJ, UNH 13F-HR 2/14/2023, 02:34 PM
Q3 2022 264 $314M AAPL, MSFT, IVV, JNJ, UNH 13F-HR 11/14/2022, 02:11 PM