IFP Advisors’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 | $4.16K | Buy |
178
+67
| +60% | +$1.57K | ﹤0.01% | 3509 |
|
|
2025
Q1 | $3.22K | Hold |
111
| – | – | ﹤0.01% | 2991 |
|
|
2024
Q4 | $3.48K | Sell |
111
-9
| -8% | -$282 | ﹤0.01% | 2923 |
|
|
2024
Q3 | $3.13K | Hold |
120
| – | – | ﹤0.01% | 2805 |
|
|
2024
Q2 | $2.39K | Buy |
120
+31
| +35% | +$617 | ﹤0.01% | 2774 |
|
|
2024
Q1 | $1.72K | Buy |
+89
| New | +$1.72K | ﹤0.01% | 2732 |
|
|
2023
Q4 | – | Sell |
-27
| Closed | -$548 | – | 3100 |
|
|
2023
Q3 | $548 | Hold |
27
| – | – | ﹤0.01% | 3096 |
|
|
2023
Q2 | $548 | Buy |
+27
| New | +$548 | ﹤0.01% | 3184 |
|
|
2023
Q1 | – | Sell |
-473
| Closed | -$28K | – | 3561 |
|
|
2022
Q4 | $28K | Buy |
473
+317
| +203% | +$18.8K | ﹤0.01% | 2642 |
|
|
2022
Q3 | $17K | Buy |
156
+9
| +6% | +$981 | ﹤0.01% | 3227 |
|
|
2022
Q2 | $17K | Hold |
147
| – | – | ﹤0.01% | 2983 |
|
|
2022
Q1 | $17K | Buy |
+147
| New | +$17K | ﹤0.01% | 2983 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3547 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3271 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3192 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3106 |
|
|
2020
Q3 | – | Sell |
-186
| Closed | -$5K | – | 2976 |
|
|
2020
Q2 | $5K | Sell |
186
-26
| -12% | -$699 | ﹤0.01% | 2052 |
|
|
2020
Q1 | $6K | Sell |
212
-40
| -16% | -$1.13K | ﹤0.01% | 1959 |
|
|
2019
Q4 | $10K | Sell |
252
-18
| -7% | -$714 | ﹤0.01% | 1904 |
|
|
2019
Q3 | $10K | Buy |
+270
| New | +$10K | ﹤0.01% | 2060 |
|
|
2019
Q1 | – | Sell |
-252
| Closed | -$9K | – | 2530 |
|
|
2018
Q4 | $9K | Sell |
252
-132
| -34% | -$4.71K | ﹤0.01% | 2509 |
|
|
2018
Q3 | $15K | Hold |
384
| – | – | ﹤0.01% | 2583 |
|
|
2018
Q2 | $16K | Buy |
384
+123
| +47% | +$5.13K | ﹤0.01% | 2561 |
|
|
2018
Q1 | $11K | Hold |
261
| – | – | ﹤0.01% | 2718 |
|
|
2017
Q4 | $11K | Buy |
261
+32
| +14% | +$1.35K | ﹤0.01% | 2714 |
|
|
2017
Q3 | $10K | Buy |
229
+70
| +44% | +$3.06K | ﹤0.01% | 2973 |
|
|
2017
Q2 | $6K | Hold |
159
| – | – | ﹤0.01% | 3253 |
|
|
2017
Q1 | $6K | Hold |
159
| – | – | ﹤0.01% | 3157 |
|
|
2016
Q4 | $7K | Hold |
159
| – | – | ﹤0.01% | 3082 |
|
|
2016
Q3 | $5K | Buy |
159
+121
| +318% | +$3.81K | ﹤0.01% | 3193 |
|
|
2016
Q2 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 3578 |
|
|
2016
Q1 | – | Sell |
-38
| Closed | -$1K | – | 2541 |
|
|
2015
Q4 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 3478 |
|