Geneos Wealth Management’s Columbia Banking Systems COLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.4K | Sell |
1,128
-1,783
| -61% | -$41.7K | ﹤0.01% | 1899 |
|
|
2025
Q1 | $72.6K | Buy |
2,911
+2,503
| +613% | +$62.4K | ﹤0.01% | 1727 |
|
|
2024
Q4 | $11K | Hold |
408
| – | – | ﹤0.01% | 2015 |
|
|
2024
Q3 | $10.7K | Buy |
+408
| New | +$10.7K | ﹤0.01% | 1820 |
|
|
2016
Q2 | – | Sell |
-5,768
| Closed | -$174K | – | 1810 |
|
|
2016
Q1 | $174K | Buy |
+5,768
| New | +$174K | 0.03% | 461 |
|