SAG
SageView Advisory Group’s Columbia Sportswear COLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
4,680
+890
| +23% | +$53.7K | 0.01% | 511 |
|
|
2025
Q1 | $287K | Buy |
3,790
+92
| +2% | +$6.96K | 0.01% | 479 |
|
|
2024
Q4 | $310K | Hold |
3,698
| – | – | 0.01% | 457 |
|
|
2024
Q3 | $308K | Buy |
+3,698
| New | +$308K | 0.02% | 384 |
|
|
2024
Q2 | – | Sell |
-3,683
| Closed | -$299K | – | 573 |
|
|
2024
Q1 | $299K | Buy |
+3,683
| New | +$299K | 0.02% | 415 |
|
|
2023
Q4 | – | Sell |
-3,623
| Closed | -$268K | – | 671 |
|
|
2023
Q3 | $268K | Buy |
3,623
+85
| +2% | +$6.3K | 0.02% | 443 |
|
|
2023
Q2 | $273K | Buy |
3,538
+105
| +3% | +$8.11K | 0.02% | 466 |
|
|
2023
Q1 | $310K | Buy |
3,433
+63
| +2% | +$5.69K | 0.02% | 381 |
|
|
2022
Q4 | $295K | Buy |
+3,370
| New | +$295K | 0.02% | 323 |
|