LPL Financial’s Columbia Financial CLBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,550
| Closed | -$182K | – | 4645 |
|
|
2023
Q2 | $182K | Sell |
10,550
-500
| -5% | -$8.65K | ﹤0.01% | 4129 |
|
|
2023
Q1 | $202K | Sell |
11,050
-3,100
| -22% | -$56.7K | ﹤0.01% | 4010 |
|
|
2022
Q4 | $306K | Sell |
14,150
-1,700
| -11% | -$36.8K | ﹤0.01% | 3618 |
|
|
2022
Q3 | $335K | Hold |
15,850
| – | – | ﹤0.01% | 3465 |
|
|
2022
Q2 | $346K | Hold |
15,850
| – | – | ﹤0.01% | 3491 |
|
|
2022
Q1 | $341K | Hold |
15,850
| – | – | ﹤0.01% | 3471 |
|
|
2021
Q4 | $331K | Hold |
15,850
| – | – | ﹤0.01% | 3606 |
|
|
2021
Q3 | $293K | Hold |
15,850
| – | – | ﹤0.01% | 3648 |
|
|
2021
Q2 | $273K | Hold |
15,850
| – | – | ﹤0.01% | 3645 |
|
|
2021
Q1 | $277K | Hold |
15,850
| – | – | ﹤0.01% | 3518 |
|
|
2020
Q4 | $247K | Hold |
15,850
| – | – | ﹤0.01% | 3348 |
|
|
2020
Q3 | $176K | Hold |
15,850
| – | – | ﹤0.01% | 3222 |
|
|
2020
Q2 | $221K | Hold |
15,850
| – | – | ﹤0.01% | 3038 |
|
|
2020
Q1 | $228K | Sell |
15,850
-2,000
| -11% | -$28.8K | ﹤0.01% | 2705 |
|
|
2019
Q4 | $302K | Sell |
17,850
-3,900
| -18% | -$66K | ﹤0.01% | 2754 |
|
|
2019
Q3 | $343K | Sell |
21,750
-500
| -2% | -$7.89K | ﹤0.01% | 2560 |
|
|
2019
Q2 | $336K | Hold |
22,250
| – | – | ﹤0.01% | 2596 |
|
|
2019
Q1 | $349K | Hold |
22,250
| – | – | ﹤0.01% | 2502 |
|
|
2018
Q4 | $340K | Buy |
+22,250
| New | +$340K | ﹤0.01% | 2357 |
|