Carson Wealth (CWM LLC)’s Columbia Financial CLBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28K | Buy |
1,963
+397
| +25% | +$5.66K | ﹤0.01% | 3684 |
|
|
2025
Q1 | $23K | Sell |
1,566
-67
| -4% | -$984 | ﹤0.01% | 3554 |
|
|
2024
Q4 | $26K | Buy |
1,633
+112
| +7% | +$1.78K | ﹤0.01% | 3253 |
|
|
2024
Q3 | $26K | Buy |
1,521
+380
| +33% | +$6.5K | ﹤0.01% | 3194 |
|
|
2024
Q2 | $17K | Buy |
1,141
+141
| +14% | +$2.1K | ﹤0.01% | 3206 |
|
|
2024
Q1 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 2998 |
|
|
2023
Q4 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 2792 |
|
|
2023
Q3 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 2824 |
|
|
2023
Q2 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 2734 |
|
|
2023
Q1 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 2564 |
|
|
2022
Q4 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 2281 |
|
|
2022
Q3 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 2182 |
|
|
2022
Q2 | $22K | Buy |
+1,000
| New | +$22K | ﹤0.01% | 2044 |
|