EFS
Essex Financial Services’s Columbia Banking Systems COLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Sell |
22,263
-599
| -3% | -$14K | 0.03% | 397 |
|
|
2025
Q1 | $570K | Sell |
22,862
-843
| -4% | -$21K | 0.04% | 351 |
|
|
2024
Q4 | $640K | Sell |
23,705
-277
| -1% | -$7.48K | 0.05% | 325 |
|
|
2024
Q3 | $649K | Sell |
23,982
-558
| -2% | -$15.1K | 0.05% | 325 |
|
|
2024
Q2 | $576K | Buy |
24,540
+4,960
| +25% | +$116K | 0.04% | 347 |
|
|
2024
Q1 | $379K | Buy |
19,580
+725
| +4% | +$14K | 0.03% | 377 |
|
|
2023
Q4 | $503K | Buy |
18,855
+1,585
| +9% | +$42.3K | 0.05% | 304 |
|
|
2023
Q3 | $351K | Buy |
17,270
+1,055
| +7% | +$21.4K | 0.04% | 348 |
|
|
2023
Q2 | $329K | Sell |
16,215
-2,113
| -12% | -$42.9K | 0.04% | 345 |
|
|
2023
Q1 | $393K | Buy |
+18,328
| New | +$393K | 0.04% | 331 |
|