Beverly Hills Private Wealth’s Columbia Banking Systems COLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,141
| Closed | -$196K | – | 349 |
|
|
2024
Q1 | $196K | Buy |
+10,141
| New | +$196K | 0.05% | 344 |
|
|
2023
Q4 | – | Sell |
-13,494
| Closed | -$274K | – | 337 |
|
|
2023
Q3 | $274K | Sell |
13,494
-16,216
| -55% | -$329K | 0.08% | 240 |
|
|
2023
Q2 | $662K | Buy |
29,710
+14,939
| +101% | +$333K | 0.11% | 198 |
|
|
2023
Q1 | $316K | Buy |
14,771
+4,661
| +46% | +$99.8K | 0.1% | 212 |
|
|
2022
Q4 | $305K | Buy |
+10,110
| New | +$305K | 0.13% | 176 |
|