EverSource Wealth Advisors’s Columbia Financial CLBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2K | Sell |
1,048
-30
| -3% | -$435 | ﹤0.01% | 2495 |
|
|
2025
Q1 | $16.2K | Buy |
1,078
+665
| +161% | +$9.98K | ﹤0.01% | 1815 |
|
|
2024
Q4 | $6.53K | Buy |
413
+56
| +16% | +$885 | ﹤0.01% | 2225 |
|
|
2024
Q3 | $6.09K | Hold |
357
| – | – | ﹤0.01% | 2140 |
|
|
2024
Q2 | $6.43K | Buy |
357
+118
| +49% | +$2.13K | ﹤0.01% | 2112 |
|
|
2024
Q1 | $3.97K | Buy |
239
+75
| +46% | +$1.25K | ﹤0.01% | 2153 |
|
|
2023
Q4 | $3.16K | Buy |
+164
| New | +$3.16K | ﹤0.01% | 2036 |
|