Kestra Advisory Services’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 | $268K | Buy |
+11,480
| New | +$268K | ﹤0.01% | 2431 |
|
|
2025
Q1 | – | Sell |
-12,275
| Closed | -$332K | – | 2775 |
|
|
2024
Q4 | $332K | Buy |
+12,275
| New | +$332K | ﹤0.01% | 2143 |
|
|
2024
Q3 | – | Sell |
-12,064
| Closed | -$240K | – | 2577 |
|
|
2024
Q2 | $240K | Sell |
12,064
-750
| -6% | -$14.9K | ﹤0.01% | 2272 |
|
|
2024
Q1 | $248K | Buy |
12,814
+1,743
| +16% | +$33.7K | ﹤0.01% | 2134 |
|
|
2023
Q4 | $295K | Sell |
11,071
-79
| -0.7% | -$2.11K | ﹤0.01% | 1855 |
|
|
2023
Q3 | $226K | Buy |
+11,150
| New | +$226K | ﹤0.01% | 1854 |
|