Kingsview Wealth Management’s Columbia Financial CLBK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-30,221
Closed -$516K 1121
2024
Q3
$516K Hold
30,221
0.01% 709
2024
Q2
$452K Buy
+30,221
New +$452K 0.01% 717