IFP Advisors’s Columbia Financial CLBK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10K Sell
402
-91
-18% -$2.27K ﹤0.01% 2918
2025
Q1
$7.61K Hold
493
﹤0.01% 2666
2024
Q4
$8.02K Sell
493
-7
-1% -$114 ﹤0.01% 2619
2024
Q3
$8.54K Hold
500
﹤0.01% 2487
2024
Q2
$7.49K Hold
500
﹤0.01% 2440
2024
Q1
$8.61K Buy
+500
New +$8.61K ﹤0.01% 2288