BSW Wealth Partners’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 | $200K | Sell |
8,566
-37
| -0.4% | -$865 | 0.03% | 310 |
|
|
2025
Q1 | $215K | Buy |
8,603
+114
| +1% | +$2.84K | 0.03% | 284 |
|
|
2024
Q4 | $229K | Hold |
8,489
| – | – | 0.03% | 279 |
|
|
2024
Q3 | $222K | Buy |
+8,489
| New | +$222K | 0.03% | 270 |
|
|
2024
Q1 | – | Sell |
-8,489
| Closed | -$226K | – | 304 |
|
|
2023
Q4 | $226K | Sell |
8,489
-3,122
| -27% | -$83.3K | 0.04% | 246 |
|
|
2023
Q3 | $236K | Hold |
11,611
| – | – | 0.05% | 210 |
|
|
2023
Q2 | $235K | Hold |
11,611
| – | – | 0.05% | 225 |
|
|
2023
Q1 | $249K | Hold |
11,611
| – | – | 0.05% | 258 |
|
|
2022
Q4 | $350K | Hold |
11,611
| – | – | 0.08% | 184 |
|
|
2022
Q3 | $335K | Hold |
11,611
| – | – | 0.08% | 157 |
|
|
2022
Q2 | $333K | Hold |
11,611
| – | – | 0.08% | 172 |
|
|
2022
Q1 | $375K | Hold |
11,611
| – | – | 0.09% | 164 |
|
|
2021
Q4 | $380K | Hold |
11,611
| – | – | 0.1% | 158 |
|
|
2021
Q3 | $441K | Hold |
11,611
| – | – | 0.12% | 116 |
|
|
2021
Q2 | $448K | Hold |
11,611
| – | – | 0.12% | 106 |
|
|
2021
Q1 | $500K | Hold |
11,611
| – | – | 0.14% | 87 |
|
|
2020
Q4 | $417K | Hold |
11,611
| – | – | 0.13% | 94 |
|
|
2020
Q3 | $277K | Hold |
11,611
| – | – | 0.1% | 108 |
|
|
2020
Q2 | $329K | Hold |
11,611
| – | – | 0.11% | 90 |
|
|
2020
Q1 | $311K | Hold |
11,611
| – | – | 0.13% | 78 |
|
|
2019
Q4 | $472K | Hold |
11,611
| – | – | 0.16% | 65 |
|
|
2019
Q3 | $428K | Hold |
11,611
| – | – | 0.16% | 56 |
|
|
2019
Q2 | $420K | Hold |
11,611
| – | – | 0.16% | 59 |
|
|
2019
Q1 | $380K | Hold |
11,611
| – | – | 0.15% | 58 |
|
|
2018
Q4 | $421K | Sell |
11,611
-884
| -7% | -$32.1K | 0.16% | 55 |
|
|
2018
Q3 | $484K | Sell |
12,495
-14,382
| -54% | -$557K | 0.18% | 47 |
|
|
2018
Q2 | $1.1M | Hold |
26,877
| – | – | 0.48% | 25 |
|
|
2018
Q1 | $1.13M | Hold |
26,877
| – | – | 0.5% | 24 |
|
|
2017
Q4 | $1.17M | Buy |
+26,877
| New | +$1.17M | 0.49% | 24 |
|