Crown Wealth Group’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 | $225K | Hold |
15,500
| – | – | 0.08% | 104 |
|
|
2025
Q1 | $233K | Hold |
15,500
| – | – | 0.12% | 90 |
|
|
2024
Q4 | $245K | Hold |
15,500
| – | – | 0.1% | 97 |
|
|
2024
Q3 | $265K | Hold |
15,500
| – | – | 0.12% | 93 |
|
|
2024
Q2 | $232K | Hold |
15,500
| – | – | 0.12% | 91 |
|
|
2024
Q1 | $267K | Hold |
15,500
| – | – | 0.14% | 79 |
|
|
2023
Q4 | $299K | Hold |
15,500
| – | – | 0.18% | 62 |
|
|
2023
Q3 | $244K | Hold |
15,500
| – | – | 0.18% | 59 |
|
|
2023
Q2 | $268K | Buy |
15,500
+500
| +3% | +$8.65K | 0.21% | 53 |
|
|
2023
Q1 | $274K | Hold |
15,000
| – | – | 0.23% | 51 |
|
|
2022
Q4 | $324K | Sell |
15,000
-5,000
| -25% | -$108K | 0.3% | 45 |
|
|
2022
Q3 | $423K | Hold |
20,000
| – | – | 0.43% | 33 |
|
|
2022
Q2 | $436K | Hold |
20,000
| – | – | 0.4% | 40 |
|
|
2022
Q1 | $430K | Hold |
20,000
| – | – | 0.3% | 53 |
|
|
2021
Q4 | $417K | Buy |
+20,000
| New | +$417K | 0.39% | 48 |
|