Creative Planning’s Columbia Financial CLBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
121,572
+69,171
| +132% | +$1M | ﹤0.01% | 1414 |
|
|
2025
Q1 | $786K | Buy |
52,401
+21,191
| +68% | +$318K | ﹤0.01% | 1906 |
|
|
2024
Q4 | $493K | Buy |
31,210
+3,495
| +13% | +$55.3K | ﹤0.01% | 2229 |
|
|
2024
Q3 | $473K | Buy |
27,715
+10,270
| +59% | +$175K | ﹤0.01% | 2160 |
|
|
2024
Q2 | $261K | Buy |
+17,445
| New | +$261K | ﹤0.01% | 2466 |
|