Principle Wealth Partners’s Columbia Banking Systems COLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,843
| Closed | -$239K | – | 343 |
|
|
2024
Q4 | $239K | Buy |
8,843
+1,104
| +14% | +$29.8K | 0.02% | 307 |
|
|
2024
Q3 | $202K | Buy |
+7,739
| New | +$202K | 0.01% | 331 |
|
|
2024
Q1 | – | Sell |
-8,604
| Closed | -$230K | – | 345 |
|
|
2023
Q4 | $230K | Buy |
+8,604
| New | +$230K | 0.02% | 311 |
|
|
2023
Q3 | – | Sell |
-9,914
| Closed | -$201K | – | 321 |
|
|
2023
Q2 | $201K | Hold |
9,914
| – | – | 0.02% | 317 |
|
|
2023
Q1 | $212K | Buy |
+9,914
| New | +$212K | 0.02% | 303 |
|