Annis Gardner Whiting Capital Advisors’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 | $89.4K | Hold |
3,825
| – | – | 0.03% | 317 |
|
2025
Q1 | $95.4K | Buy |
+3,825
| New | +$95.4K | 0.04% | 279 |
|
2024
Q4 | – | Sell |
-3,828
| Closed | -$100K | – | 782 |
|
2024
Q3 | $100K | Hold |
3,828
| – | – | 0.03% | 287 |
|
2024
Q2 | $76.1K | Hold |
3,828
| – | – | 0.02% | 345 |
|
2024
Q1 | $74.1K | Hold |
3,828
| – | – | 0.03% | 332 |
|
2023
Q4 | $102K | Hold |
3,828
| – | – | 0.05% | 217 |
|
2023
Q3 | $77.7K | Buy |
+3,828
| New | +$77.7K | 0.04% | 241 |
|