Allworth Financial’s Columbia Banking Systems COLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.66M | Buy |
199,213
+6,465
| +3% | +$151K | 0.02% | 319 |
|
|
2025
Q1 | $4.49M | Buy |
192,748
+21,293
| +12% | +$497K | 0.03% | 268 |
|
|
2024
Q4 | $4.93M | Sell |
171,455
-4,083
| -2% | -$117K | 0.03% | 265 |
|
|
2024
Q3 | $4.58M | Buy |
175,538
+458
| +0.3% | +$12K | 0.03% | 222 |
|
|
2024
Q2 | $4.08M | Buy |
175,080
+13,256
| +8% | +$309K | 0.03% | 231 |
|
|
2024
Q1 | $3.13M | Buy |
161,824
+160,828
| +16,147% | +$3.11M | 0.02% | 243 |
|
|
2023
Q4 | $26.6K | Buy |
996
+85
| +9% | +$2.27K | ﹤0.01% | 1486 |
|
|
2023
Q3 | $18.5K | Sell |
911
-20
| -2% | -$406 | ﹤0.01% | 1576 |
|
|
2023
Q2 | $18.9K | Sell |
931
-97
| -9% | -$1.97K | ﹤0.01% | 1576 |
|
|
2023
Q1 | $22K | Buy |
+1,028
| New | +$22K | ﹤0.01% | 1397 |
|
|
2021
Q2 | – | Sell |
-2,555
| Closed | -$110K | – | 1562 |
|
|
2021
Q1 | $110K | Buy |
+2,555
| New | +$110K | ﹤0.01% | 436 |
|