Pathstone Family Office’s Columbia Banking Systems COLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $359K | Buy |
17,703
+5,354
| +43% | +$109K | ﹤0.01% | 1203 |
|
|
2023
Q2 | $250K | Sell |
12,349
-9,978
| -45% | -$202K | ﹤0.01% | 1045 |
|
|
2023
Q1 | $485K | Buy |
+22,327
| New | +$485K | 0.01% | 710 |
|
|
2022
Q2 | – | Sell |
-7,300
| Closed | -$252K | – | 1053 |
|
|
2022
Q1 | $252K | Hold |
7,300
| – | – | 0.01% | 820 |
|
|
2021
Q4 | $239K | Hold |
7,300
| – | – | 0.01% | 787 |
|
|
2021
Q3 | $277K | Buy |
7,300
+1,196
| +20% | +$45.4K | 0.01% | 700 |
|
|
2021
Q2 | $235K | Buy |
+6,104
| New | +$235K | 0.01% | 719 |
|
|
2021
Q1 | – | Sell |
-4
| Closed | – | – | 784 |
|
|
2020
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1160 |
|
|
2020
Q3 | $0 | Sell |
4
-4
| -50% | – | ﹤0.01% | 830 |
|
|
2020
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 760 |
|