Kestra Private Wealth Services’s Columbia Financial CLBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,375
| Closed | -$203K | – | 1065 |
|
|
2022
Q4 | $203K | Buy |
+9,375
| New | +$203K | 0.01% | 801 |
|
|
2022
Q3 | – | Sell |
-9,375
| Closed | -$204K | – | 916 |
|
|
2022
Q2 | $204K | Hold |
9,375
| – | – | 0.01% | 795 |
|
|
2022
Q1 | $202K | Buy |
+9,375
| New | +$202K | 0.01% | 887 |
|
|
2021
Q1 | – | Sell |
-18,750
| Closed | -$292K | – | 810 |
|
|
2020
Q4 | $292K | Hold |
18,750
| – | – | 0.02% | 569 |
|
|
2020
Q3 | $208K | Buy |
+18,750
| New | +$208K | 0.02% | 592 |
|