Roundview Capital’s Columbia Financial CLBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
14,385
-3,302
| -19% | -$47.9K | 0.01% | 311 |
|
|
2025
Q1 | $265K | Hold |
17,687
| – | – | 0.02% | 287 |
|
|
2024
Q4 | $280K | Hold |
17,687
| – | – | 0.02% | 302 |
|
|
2024
Q3 | $302K | Hold |
17,687
| – | – | 0.02% | 302 |
|
|
2024
Q2 | $265K | Hold |
17,687
| – | – | 0.02% | 294 |
|
|
2024
Q1 | $304K | Sell |
17,687
-3,500
| -17% | -$60.2K | 0.02% | 286 |
|
|
2023
Q4 | $408K | Hold |
21,187
| – | – | 0.04% | 261 |
|
|
2023
Q3 | $333K | Hold |
21,187
| – | – | 0.03% | 266 |
|
|
2023
Q2 | $366K | Hold |
21,187
| – | – | 0.04% | 260 |
|
|
2023
Q1 | $387K | Hold |
21,187
| – | – | 0.04% | 256 |
|
|
2022
Q4 | $458K | Sell |
21,187
-5,082
| -19% | -$110K | 0.05% | 233 |
|
|
2022
Q3 | $555K | Hold |
26,269
| – | – | 0.07% | 212 |
|
|
2022
Q2 | $573K | Hold |
26,269
| – | – | 0.07% | 211 |
|
|
2022
Q1 | $565K | Hold |
26,269
| – | – | 0.06% | 221 |
|
|
2021
Q4 | $548K | Hold |
26,269
| – | – | 0.05% | 229 |
|
|
2021
Q3 | $486K | Hold |
26,269
| – | – | 0.05% | 232 |
|
|
2021
Q2 | $452K | Hold |
26,269
| – | – | 0.05% | 232 |
|
|
2021
Q1 | $459K | Hold |
26,269
| – | – | 0.06% | 226 |
|
|
2020
Q4 | $409K | Hold |
26,269
| – | – | 0.06% | 209 |
|
|
2020
Q3 | $292K | Hold |
26,269
| – | – | 0.05% | 213 |
|
|
2020
Q2 | $367K | Hold |
26,269
| – | – | 0.06% | 197 |
|
|
2020
Q1 | $378K | Sell |
26,269
-17,702
| -40% | -$255K | 0.08% | 184 |
|
|
2019
Q4 | $745K | Hold |
43,971
| – | – | 0.14% | 158 |
|
|
2019
Q3 | $694K | Hold |
43,971
| – | – | 0.15% | 158 |
|
|
2019
Q2 | $664K | Sell |
43,971
-5,220
| -11% | -$78.8K | 0.15% | 155 |
|
|
2019
Q1 | $771K | Sell |
49,191
-4,000
| -8% | -$62.7K | 0.18% | 136 |
|
|
2018
Q4 | $813K | Buy |
+53,191
| New | +$813K | 0.23% | 117 |
|