CAPTRUST Financial Advisors’s Columbia Financial CLBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-612
| Closed | -$13K | – | 2416 |
|
|
2022
Q2 | $13K | Hold |
612
| – | – | ﹤0.01% | 3595 |
|
|
2022
Q1 | $13K | Sell |
612
-2,856
| -82% | -$60.7K | ﹤0.01% | 3645 |
|
|
2021
Q4 | $72K | Buy |
3,468
+82
| +2% | +$1.7K | ﹤0.01% | 2388 |
|
|
2021
Q3 | $63K | Sell |
3,386
-1,360
| -29% | -$25.3K | ﹤0.01% | 2424 |
|
|
2021
Q2 | $82K | Sell |
4,746
-15
| -0.3% | -$259 | ﹤0.01% | 2175 |
|
|
2021
Q1 | $83K | Buy |
4,761
+385
| +9% | +$6.71K | ﹤0.01% | 2087 |
|
|
2020
Q4 | $68K | Hold |
4,376
| – | – | ﹤0.01% | 1692 |
|
|
2020
Q3 | $50K | Hold |
4,376
| – | – | ﹤0.01% | 1625 |
|
|
2020
Q2 | $60K | Hold |
4,376
| – | – | ﹤0.01% | 1552 |
|
|
2020
Q1 | $61K | Buy |
+4,376
| New | +$61K | ﹤0.01% | 1308 |
|