Plante Moran Financial Advisors’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 Q2	$45.5K	Hold	1,947	–	–	﹤0.01%	351
2025 Q1	$48.6K	Hold	1,947	–	–	﹤0.01%	346
2024 Q4	$52.6K	Hold	1,947	–	–	﹤0.01%	341
2024 Q3	$50.8K	Hold	1,947	–	–	﹤0.01%	382
2024 Q2	$38.7K	Hold	1,947	–	–	﹤0.01%	379
2024 Q1	$37.7K	Hold	1,947	–	–	﹤0.01%	403
2023 Q4	$51.9K	Hold	1,947	–	–	0.01%	316
2023 Q3	$39.5K	Hold	1,947	–	–	﹤0.01%	320
2023 Q2	$39.5K	Hold	1,947	–	–	﹤0.01%	330
2023 Q1	$41.7K	Hold	1,947	–	–	0.01%	315
2022 Q4	$58.7K	Hold	1,947	–	–	0.01%	288
2022 Q3	$56K	Hold	1,947	–	–	0.01%	286
2022 Q2	$56K	Hold	1,947	–	–	0.01%	298
2022 Q1	$63K	Hold	1,947	–	–	0.01%	293
2021 Q4	$64K	Hold	1,947	–	–	0.01%	311
2021 Q3	$74K	Hold	1,947	–	–	0.02%	310
2021 Q2	$75K	Sell	1,947 -60	-3%	-$2.31K	0.02%	292
2021 Q1	$86K	Buy	2,007 +60	+3%	+$2.57K	0.02%	268
2020 Q4	$70K	Hold	1,947	–	–	0.02%	292
2020 Q3	$46K	Hold	1,947	–	–	0.02%	333
2020 Q2	$55K	Hold	1,947	–	–	0.02%	280
2020 Q1	$52K	Hold	1,947	–	–	0.02%	249
2019 Q4	$79K	Hold	1,947	–	–	0.03%	255
2019 Q3	$72K	Hold	1,947	–	–	0.02%	284
2019 Q2	$70K	Hold	1,947	–	–	0.02%	270
2019 Q1	$64K	Hold	1,947	–	–	0.02%	281
2018 Q4	$71K	Hold	1,947	–	–	0.02%	242
2018 Q3	$75K	Hold	1,947	–	–	0.02%	242
2018 Q2	$80K	Hold	1,947	–	–	0.04%	253
2018 Q1	$82K	Hold	1,947	–	–	0.04%	262
2017 Q4	$85K	Buy	+1,947	New	+$85K	0.05%	248
2017 Q1	–	Sell	-91	Closed	-$4K	–	898
2016 Q4	$4K	Hold	91	–	–	﹤0.01%	744
2016 Q3	$3K	Buy	91 +6	+7%	+$198	﹤0.01%	773
2016 Q2	$2K	Hold	85	–	–	﹤0.01%	785
2016 Q1	$3K	Buy	+85	New	+$3K	﹤0.01%	651