JFS Wealth Advisors’s Columbia Financial CLBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958 | Buy |
66
+10
| +18% | +$145 | ﹤0.01% | 1580 |
|
|
2025
Q1 | $840 | Sell |
56
-2
| -3% | -$30 | ﹤0.01% | 1680 |
|
|
2024
Q4 | $917 | Sell |
58
-1
| -2% | -$16 | ﹤0.01% | 1684 |
|
|
2024
Q3 | $1.01K | Buy |
59
+2
| +4% | +$34 | ﹤0.01% | 1693 |
|
|
2024
Q2 | $854 | Sell |
57
-14
| -20% | -$210 | ﹤0.01% | 1701 |
|
|
2024
Q1 | $1.22K | Sell |
71
-5
| -7% | -$86 | ﹤0.01% | 1605 |
|
|
2023
Q4 | $1.47K | Buy |
76
+48
| +171% | +$926 | ﹤0.01% | 1543 |
|
|
2023
Q3 | $440 | Sell |
28
-24
| -46% | -$377 | ﹤0.01% | 1766 |
|
|
2023
Q2 | $900 | Buy |
52
+11
| +27% | +$190 | ﹤0.01% | 1641 |
|
|
2023
Q1 | $750 | Sell |
41
-31
| -43% | -$567 | ﹤0.01% | 1655 |
|
|
2022
Q4 | $1.56K | Sell |
72
-15
| -17% | -$324 | ﹤0.01% | 1468 |
|
|
2022
Q3 | $2K | Sell |
87
-10
| -10% | -$230 | ﹤0.01% | 1292 |
|
|
2022
Q2 | $2K | Buy |
97
+35
| +56% | +$722 | ﹤0.01% | 1293 |
|
|
2022
Q1 | $1K | Buy |
62
+34
| +121% | +$548 | ﹤0.01% | 1600 |
|
|
2021
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1295 |
|