Kestra Advisory Services’s Columbia Financial CLBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Hold |
11,823
| – | – | ﹤0.01% | 2668 |
|
|
2025
Q1 | $177K | Sell |
11,823
-977
| -8% | -$14.7K | ﹤0.01% | 2502 |
|
|
2024
Q4 | $202K | Sell |
12,800
-2,200
| -15% | -$34.8K | ﹤0.01% | 2467 |
|
|
2024
Q3 | $256K | Hold |
15,000
| – | – | ﹤0.01% | 2193 |
|
|
2024
Q2 | $225K | Hold |
15,000
| – | – | ﹤0.01% | 2315 |
|
|
2024
Q1 | $258K | Hold |
15,000
| – | – | ﹤0.01% | 2113 |
|
|
2023
Q4 | $289K | Buy |
+15,000
| New | +$289K | ﹤0.01% | 1870 |
|