Kestra Advisory Services’s Columbia Financial CLBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$172K Hold
2025
Q1
$177K Sell
2024
Q4
$202K Sell
2024
Q3
$256K Hold
2024
Q2
$225K Hold
2024
Q1
$258K Hold
2023
Q4
$289K Buy