Keudell/Morrison Wealth Management’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
Q1 | – | Sell |
-7,656
| Closed | -$207K | – | 222 |
|
|
2024
Q4 | $207K | Sell |
7,656
-1,283
| -14% | -$34.7K | 0.05% | 207 |
|
|
2024
Q3 | $233K | Buy |
+8,939
| New | +$233K | 0.06% | 190 |
|
|
2024
Q2 | – | Sell |
-10,833
| Closed | -$210K | – | 209 |
|
|
2024
Q1 | $210K | Buy |
10,833
+3,090
| +40% | +$59.8K | 0.06% | 195 |
|
|
2023
Q4 | $207K | Buy |
+7,743
| New | +$207K | 0.07% | 185 |
|