RSWM
Robertson Stephens Wealth Management’s Columbia Banking Systems COLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
+9,141
| New | +$214K | 0.01% | 519 |
|
|
2022
Q4 | – | Sell |
-7,645
| Closed | -$220K | – | 407 |
|
|
2022
Q3 | $220K | Hold |
7,645
| – | – | 0.02% | 324 |
|
|
2022
Q2 | $219K | Hold |
7,645
| – | – | 0.02% | 342 |
|
|
2022
Q1 | $246K | Hold |
7,645
| – | – | 0.02% | 349 |
|
|
2021
Q4 | $250K | Hold |
7,645
| – | – | 0.02% | 345 |
|
|
2021
Q3 | $290K | Hold |
7,645
| – | – | 0.03% | 260 |
|
|
2021
Q2 | $294K | Hold |
7,645
| – | – | 0.04% | 267 |
|
|
2021
Q1 | $329K | Hold |
7,645
| – | – | 0.05% | 220 |
|
|
2020
Q4 | $274K | Sell |
7,645
-1,000
| -12% | -$35.8K | 0.06% | 204 |
|
|
2020
Q3 | $206K | Hold |
8,645
| – | – | 0.05% | 228 |
|
|
2020
Q2 | $245K | Hold |
8,645
| – | – | 0.07% | 162 |
|
|
2020
Q1 | $232K | Buy |
+8,645
| New | +$232K | 0.08% | 158 |
|