SageView Advisory Group’s Columbia Sportswear COLM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$258K	Buy	4,686 +21	+0.5%	+$1.12K	0.01%	523
2025 Q3	$244K	Sell	4,665 -15	-0.3%	-$843	0.01%	575
2025 Q2	$283K	Buy	4,680 +890	+23%	+$57.3K	0.01%	511
2025 Q1	$287K	Buy	3,790 +92	+2%	+$7.67K	0.01%	479
2024 Q4	$310K	Hold	3,698	–	–	0.01%	457
2024 Q3	$308K	Buy	+3,698	New	+$297K	0.02%	384
2024 Q2	–	Sell	-3,683	Closed	-$299K	–	573
2024 Q1	$299K	Buy	+3,683	New	+$293K	0.02%	415
2023 Q4	–	Sell	-3,623	Closed	-$268K	–	671
2023 Q3	$268K	Buy	3,623 +85	+2%	+$6.33K	0.02%	443
2023 Q2	$273K	Buy	3,538 +105	+3%	+$8.46K	0.02%	466
2023 Q1	$310K	Buy	3,433 +63	+2%	+$5.65K	0.02%	381
2022 Q4	$295K	Buy	+3,370	New	+$271K	0.02%	323