Horst & Graben 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-14,711
| Closed | -$298K | – | 136 |
|
2023
Q2 | $298K | Buy |
+14,711
| New | +$298K | 0.07% | 101 |
|
2023
Q1 | – | Sell |
-15,014
| Closed | -$452K | – | 134 |
|
2022
Q4 | $452K | Buy |
15,014
+84
| +0.6% | +$2.53K | 0.12% | 81 |
|
2022
Q3 | $431K | Sell |
14,930
-671
| -4% | -$19.4K | 0.12% | 80 |
|
2022
Q2 | $447K | Buy |
15,601
+112
| +0.7% | +$3.21K | 0.12% | 83 |
|
2022
Q1 | $500K | Sell |
15,489
-740
| -5% | -$23.9K | 0.12% | 80 |
|
2021
Q4 | $531K | Buy |
16,229
+141
| +0.9% | +$4.61K | 0.13% | 77 |
|
2021
Q3 | $611K | Buy |
16,088
+70
| +0.4% | +$2.66K | 0.17% | 64 |
|
2021
Q2 | $618K | Buy |
16,018
+61
| +0.4% | +$2.35K | 0.17% | 66 |
|
2021
Q1 | $688K | Sell |
15,957
-1,026
| -6% | -$44.2K | 0.22% | 62 |
|
2020
Q4 | $610K | Sell |
16,983
-1,712
| -9% | -$61.5K | 0.21% | 56 |
|
2020
Q3 | $446K | Buy |
18,695
+109
| +0.6% | +$2.6K | 0.17% | 69 |
|
2020
Q2 | $527K | Buy |
18,586
+2,617
| +16% | +$74.2K | 0.23% | 53 |
|
2020
Q1 | $428K | Buy |
+15,969
| New | +$428K | 0.23% | 48 |
|