Sowell Financial Services’s Columbia Banking Systems COLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
70,934
-392
| -0.5% | -$9.17K | 0.07% | 302 |
|
|
2025
Q1 | $1.78M | Buy |
71,326
+438
| +0.6% | +$10.9K | 0.08% | 263 |
|
|
2024
Q4 | $1.91M | Buy |
70,888
+1,810
| +3% | +$48.9K | 0.1% | 218 |
|
|
2024
Q3 | $1.8M | Buy |
69,078
+390
| +0.6% | +$10.2K | 0.08% | 257 |
|
|
2024
Q2 | $1.37M | Sell |
68,688
-2,238
| -3% | -$44.5K | 0.07% | 286 |
|
|
2024
Q1 | $1.37M | Buy |
70,926
+21,160
| +43% | +$409K | 0.06% | 296 |
|
|
2023
Q4 | $1.33M | Buy |
49,766
+14,160
| +40% | +$378K | 0.07% | 285 |
|
|
2023
Q3 | $723K | Buy |
35,606
+2,089
| +6% | +$42.4K | 0.05% | 354 |
|
|
2023
Q2 | $680K | Buy |
33,517
+13,231
| +65% | +$268K | 0.04% | 415 |
|
|
2023
Q1 | $435K | Buy |
20,286
+9,965
| +97% | +$214K | 0.03% | 471 |
|
|
2022
Q4 | $311K | Buy |
10,321
+3
| +0% | +$90 | 0.02% | 479 |
|
|
2022
Q3 | $298K | Buy |
10,318
+2
| +0% | +$58 | 0.03% | 371 |
|
|
2022
Q2 | $296K | Buy |
+10,316
| New | +$296K | 0.03% | 257 |
|
|
2021
Q2 | – | Sell |
-7,728
| Closed | -$345K | – | 946 |
|
|
2021
Q1 | $345K | Buy |
7,728
+4,168
| +117% | +$186K | 0.01% | 781 |
|
|
2020
Q4 | $128K | Sell |
3,560
-1,144
| -24% | -$41.1K | 0.01% | 1060 |
|
|
2020
Q3 | $112K | Buy |
4,704
+20
| +0.4% | +$476 | 0.01% | 935 |
|
|
2020
Q2 | $133K | Sell |
4,684
-29
| -0.6% | -$823 | 0.01% | 872 |
|
|
2020
Q1 | $126K | Buy |
4,713
+27
| +0.6% | +$722 | 0.01% | 776 |
|
|
2019
Q4 | $191K | Sell |
4,686
-860
| -16% | -$35.1K | 0.01% | 727 |
|
|
2019
Q3 | $205K | Buy |
+5,546
| New | +$205K | 0.02% | 634 |
|
|
2019
Q1 | – | Sell |
-5,528
| Closed | -$201K | – | 569 |
|
|
2018
Q4 | $201K | Sell |
5,528
-389
| -7% | -$14.1K | 0.03% | 458 |
|
|
2018
Q3 | $229K | Buy |
+5,917
| New | +$229K | 0.03% | 309 |
|