EverSource Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
18,325
+1,286
| +8% | +$30.1K | 0.02% | 517 |
|
|
2025
Q1 | $425K | Buy |
17,039
+134
| +0.8% | +$3.34K | 0.02% | 423 |
|
|
2024
Q4 | $457K | Buy |
16,905
+59
| +0.4% | +$1.59K | 0.03% | 395 |
|
|
2024
Q3 | $440K | Hold |
16,846
| – | – | 0.03% | 354 |
|
|
2024
Q2 | $441K | Sell |
16,846
-22
| -0.1% | -$576 | 0.03% | 343 |
|
|
2024
Q1 | $317K | Buy |
16,868
+16,741
| +13,182% | +$315K | 0.02% | 362 |
|
|
2023
Q4 | $3.39K | Sell |
127
-1,287
| -91% | -$34.3K | ﹤0.01% | 2007 |
|
|
2023
Q3 | $28.7K | Buy |
1,414
+1,326
| +1,507% | +$26.9K | ﹤0.01% | 999 |
|
|
2023
Q2 | $1.78K | Sell |
88
-127
| -59% | -$2.58K | ﹤0.01% | 2061 |
|
|
2023
Q1 | $4.61K | Sell |
215
-486
| -69% | -$10.4K | ﹤0.01% | 1667 |
|
|
2022
Q4 | $21.1K | Hold |
701
| – | – | ﹤0.01% | 1051 |
|
|
2022
Q3 | $20K | Hold |
701
| – | – | ﹤0.01% | 899 |
|
|
2022
Q2 | $20K | Buy |
701
+372
| +113% | +$10.6K | 0.01% | 824 |
|
|
2022
Q1 | $10K | Buy |
+329
| New | +$10K | ﹤0.01% | 961 |
|