JFS Wealth 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 | $2.97K | Buy |
127
+31
| +32% | +$725 | ﹤0.01% | 1274 |
|
|
2025
Q1 | $2.4K | Buy |
96
+1
| +1% | +$25 | ﹤0.01% | 1406 |
|
|
2024
Q4 | $2.57K | Buy |
95
+13
| +16% | +$351 | ﹤0.01% | 1378 |
|
|
2024
Q3 | $2.14K | Buy |
82
+18
| +28% | +$470 | ﹤0.01% | 1457 |
|
|
2024
Q2 | $1.27K | Buy |
+64
| New | +$1.27K | ﹤0.01% | 1604 |
|
|
2023
Q3 | – | Sell |
-128
| Closed | -$2.6K | – | 1972 |
|
|
2023
Q2 | $2.6K | Sell |
128
-47
| -27% | -$953 | ﹤0.01% | 1286 |
|
|
2023
Q1 | $3.75K | Buy |
175
+116
| +197% | +$2.49K | ﹤0.01% | 1113 |
|
|
2022
Q4 | $1.78K | Buy |
59
+6
| +11% | +$181 | ﹤0.01% | 1420 |
|
|
2022
Q3 | $2K | Sell |
53
-20
| -27% | -$755 | ﹤0.01% | 1294 |
|
|
2022
Q2 | $2K | Buy |
73
+29
| +66% | +$795 | ﹤0.01% | 1296 |
|
|
2022
Q1 | $1K | Buy |
44
+24
| +120% | +$545 | ﹤0.01% | 1606 |
|
|
2021
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1304 |
|