SWM
SeaCrest Wealth Management’s Columbia Financial CLBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
24,100
+3,425
| +17% | +$49.7K | 0.04% | 416 |
|
|
2025
Q1 | $310K | Hold |
20,675
| – | – | 0.04% | 468 |
|
|
2024
Q4 | $327K | Hold |
20,675
| – | – | 0.03% | 463 |
|
|
2024
Q3 | $353K | Sell |
20,675
-287
| -1% | -$4.9K | 0.04% | 440 |
|
|
2024
Q2 | $314K | Hold |
20,962
| – | – | 0.04% | 441 |
|
|
2024
Q1 | $361K | Hold |
20,962
| – | – | 0.04% | 397 |
|
|
2023
Q4 | $398K | Hold |
20,962
| – | – | 0.05% | 365 |
|
|
2023
Q3 | $329K | Hold |
20,962
| – | – | 0.04% | 431 |
|
|
2023
Q2 | $362K | Sell |
20,962
-100
| -0.5% | -$1.73K | 0.05% | 416 |
|
|
2023
Q1 | $385K | Hold |
21,062
| – | – | 0.05% | 400 |
|
|
2022
Q4 | $455K | Hold |
21,062
| – | – | 0.07% | 347 |
|
|
2022
Q3 | $445K | Sell |
21,062
-1,400
| -6% | -$29.6K | 0.07% | 327 |
|
|
2022
Q2 | $490K | Hold |
22,462
| – | – | 0.06% | 322 |
|
|
2022
Q1 | $483K | Hold |
22,462
| – | – | 0.06% | 363 |
|
|
2021
Q4 | $469K | Sell |
22,462
-1,000
| -4% | -$20.9K | 0.05% | 375 |
|
|
2021
Q3 | $434K | Buy |
23,462
+400
| +2% | +$7.4K | 0.05% | 381 |
|
|
2021
Q2 | $397K | Hold |
23,062
| – | – | 0.05% | 409 |
|
|
2021
Q1 | $403K | Sell |
23,062
-400
| -2% | -$6.99K | 0.05% | 372 |
|
|
2020
Q4 | $365K | Sell |
23,462
-3,000
| -11% | -$46.7K | 0.05% | 371 |
|
|
2020
Q3 | $294K | Hold |
26,462
| – | – | 0.05% | 398 |
|
|
2020
Q2 | $369K | Hold |
26,462
| – | – | 0.06% | 326 |
|
|
2020
Q1 | $381K | Sell |
26,462
-7,500
| -22% | -$108K | 0.08% | 270 |
|
|
2019
Q4 | $575K | Sell |
33,962
-582
| -2% | -$9.85K | 0.1% | 241 |
|
|
2019
Q3 | $545K | Hold |
34,544
| – | – | 0.1% | 241 |
|
|
2019
Q2 | $522K | Sell |
34,544
-86,538
| -71% | -$1.31M | 0.11% | 229 |
|
|
2019
Q1 | $1.9M | Buy |
121,082
+55,000
| +83% | +$862K | 0.33% | 60 |
|
|
2018
Q4 | $1.01M | Hold |
66,082
| – | – | 0.21% | 99 |
|
|
2018
Q3 | $1.1M | Hold |
66,082
| – | – | 0.19% | 104 |
|
|
2018
Q2 | $1.09M | Buy |
+66,082
| New | +$1.09M | 0.2% | 102 |
|