Evercore Wealth Management’s Columbia Banking Systems COLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Hold |
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|
2025
Q1 | $216K | Hold |
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|
2024
Q4 | $234K | Hold |
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|
2024
Q3 | $226K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $231K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $250K | Hold |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $279K | Hold |
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|
2021
Q4 | $283K | Hold |
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|
2021
Q3 | $328K | Hold |
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|
2021
Q2 | $333K | Sell |
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|
2021
Q1 | $373K | Buy |
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|
2020
Q4 | $310K | Hold |
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|
2020
Q3 | $206K | Hold |
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|
2020
Q2 | $245K | Hold |
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|
2020
Q1 | $232K | Hold |
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|
2019
Q4 | $352K | Hold |
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|
2019
Q3 | $319K | Hold |
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|
2019
Q2 | $313K | Hold |
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|
2019
Q1 | $283K | Hold |
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|
2018
Q4 | $314K | Sell |
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|
2018
Q3 | $339K | Hold |
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|
2018
Q2 | $357K | Buy |
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|
2018
Q1 | $363K | Hold |
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|
2017
Q4 | $376K | Buy |
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