Sequoia Financial Advisors’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 | $233K | Buy |
16,070
+41
| +0.3% | +$595 | ﹤0.01% | 1391 |
|
|
2025
Q1 | $240K | Sell |
16,029
-108
| -0.7% | -$1.62K | ﹤0.01% | 1167 |
|
|
2024
Q4 | $255K | Buy |
16,137
+115
| +0.7% | +$1.82K | ﹤0.01% | 1089 |
|
|
2024
Q3 | $273K | Sell |
16,022
-40
| -0.2% | -$683 | ﹤0.01% | 1013 |
|
|
2024
Q2 | $240K | Buy |
16,062
+89
| +0.6% | +$1.33K | ﹤0.01% | 991 |
|
|
2024
Q1 | $275K | Hold |
15,973
| – | – | ﹤0.01% | 893 |
|
|
2023
Q4 | $308K | Hold |
15,973
| – | – | ﹤0.01% | 914 |
|
|
2023
Q3 | $251K | Hold |
15,973
| – | – | ﹤0.01% | 761 |
|
|
2023
Q2 | $276K | Hold |
15,973
| – | – | ﹤0.01% | 730 |
|
|
2023
Q1 | $292K | Sell |
15,973
-43
| -0.3% | -$786 | 0.01% | 633 |
|
|
2022
Q4 | $346K | Buy |
+16,016
| New | +$346K | 0.01% | 538 |
|