Steward Partners Investment Advisory’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 | $186K | Sell |
7,972
-2,301
| -22% | -$53.8K | ﹤0.01% | 1798 |
|
|
2025
Q1 | $256K | Sell |
10,273
-275
| -3% | -$6.86K | ﹤0.01% | 1526 |
|
|
2024
Q4 | $285K | Sell |
10,548
-984
| -9% | -$26.6K | ﹤0.01% | 1436 |
|
|
2024
Q3 | $301K | Buy |
11,532
+3,122
| +37% | +$81.5K | ﹤0.01% | 1330 |
|
|
2024
Q2 | $167K | Sell |
8,410
-3,029
| -26% | -$60.2K | ﹤0.01% | 1527 |
|
|
2024
Q1 | $221K | Sell |
11,439
-1,888
| -14% | -$36.5K | ﹤0.01% | 1387 |
|
|
2023
Q4 | $356K | Buy |
13,327
+5,752
| +76% | +$153K | ﹤0.01% | 1142 |
|
|
2023
Q3 | $154K | Buy |
7,575
+7,562
| +58,169% | +$154K | ﹤0.01% | 1399 |
|
|
2023
Q2 | $264 | Buy |
+13
| New | +$264 | ﹤0.01% | 3225 |
|
|
2018
Q4 | – | Sell |
-103
| Closed | -$4K | – | 1010 |
|
|
2018
Q3 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 2179 |
|