Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,266
| Closed | -$244K | – | 217 |
|
|
2024
Q2 | $244K | Hold |
12,266
| – | – | 0.01% | 187 |
|
|
2024
Q1 | $237K | Hold |
12,266
| – | – | 0.01% | 183 |
|
|
2023
Q4 | $327K | Hold |
12,266
| – | – | 0.02% | 151 |
|
|
2023
Q3 | $249K | Sell |
12,266
-1,140
| -9% | -$23.1K | 0.01% | 161 |
|
|
2023
Q2 | $272K | Buy |
+13,406
| New | +$272K | 0.01% | 183 |
|
|
2021
Q1 | – | Sell |
-5,711
| Closed | -$206K | – | 190 |
|
|
2020
Q4 | $206K | Buy |
+5,711
| New | +$206K | 0.02% | 193 |
|
|
2020
Q1 | – | Sell |
-5,711
| Closed | -$232K | – | 154 |
|
|
2019
Q4 | $232K | Buy |
5,711
+14
| +0.2% | +$569 | 0.04% | 163 |
|
|
2019
Q3 | $210K | Sell |
5,697
-545
| -9% | -$20.1K | 0.04% | 160 |
|
|
2019
Q2 | $2.28K | Hold |
6,242
| – | – | 0.04% | 165 |
|
|
2019
Q1 | $204K | Hold |
6,242
| – | – | 0.04% | 191 |
|
|
2018
Q4 | $233K | Buy |
6,242
+57
| +0.9% | +$2.13K | 0.05% | 143 |
|
|
2018
Q3 | $240K | Sell |
6,185
-122
| -2% | -$4.73K | 0.05% | 155 |
|
|
2018
Q2 | $258K | Hold |
6,307
| – | – | 0.06% | 146 |
|
|
2018
Q1 | $265K | Buy |
+6,307
| New | +$265K | 0.07% | 159 |
|