COLTON GROOME FINANCIAL ADVISORS, LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, COLTON GROOME FINANCIAL ADVISORS, LLC opened 49 positions, added to 213, reduced 163 and sold out of 25.
- Q1 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 27,341.
- Q1 2025: Stock AVGO; Country of operation United States; Class COM; Shares before 18,711.
- Q1 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 14,837.
- Q1 2025: Stock MRK; Country of operation United States; Class COM; Shares before 14,737.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1780330), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-30); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-30); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-06-30.
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