Beese Fulmer Investment Management’s Columbia Financial CLBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,468
| Closed | -$215K | – | 225 |
|
|
2024
Q1 | $215K | Sell |
12,468
-300
| -2% | -$5.16K | 0.02% | 211 |
|
|
2023
Q4 | $246K | Sell |
12,768
-500
| -4% | -$9.64K | 0.03% | 199 |
|
|
2023
Q3 | $208K | Hold |
13,268
| – | – | 0.02% | 204 |
|
|
2023
Q2 | $229K | Sell |
13,268
-1,596
| -11% | -$27.6K | 0.02% | 199 |
|
|
2023
Q1 | $272K | Hold |
14,864
| – | – | 0.03% | 188 |
|
|
2022
Q4 | $321K | Hold |
14,864
| – | – | 0.04% | 177 |
|
|
2022
Q3 | $314K | Hold |
14,864
| – | – | 0.04% | 170 |
|
|
2022
Q2 | $324K | Sell |
14,864
-904
| -6% | -$19.7K | 0.04% | 175 |
|
|
2022
Q1 | $339K | Buy |
15,768
+4,000
| +34% | +$86K | 0.04% | 176 |
|
|
2021
Q4 | $245K | Hold |
11,768
| – | – | 0.03% | 212 |
|
|
2021
Q3 | $218K | Hold |
11,768
| – | – | 0.02% | 219 |
|
|
2021
Q2 | $203K | Buy |
+11,768
| New | +$203K | 0.02% | 219 |
|
|
2020
Q3 | – | Sell |
-5,148
| Closed | -$72K | – | 260 |
|
|
2020
Q2 | $72K | Buy |
+5,148
| New | +$72K | 0.01% | 280 |
|
|
2019
Q4 | – | Sell |
-20,757
| Closed | -$328K | – | 203 |
|
|
2019
Q3 | $328K | Hold |
20,757
| – | – | 0.05% | 156 |
|
|
2019
Q2 | $313K | Hold |
20,757
| – | – | 0.06% | 133 |
|
|
2019
Q1 | $325K | Hold |
20,757
| – | – | 0.06% | 129 |
|
|
2018
Q4 | $317K | Hold |
20,757
| – | – | 0.07% | 125 |
|
|
2018
Q3 | $347K | Buy |
+20,757
| New | +$347K | 0.07% | 126 |
|