SWM
Stockman Wealth Management’s Columbia Banking Systems COLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Hold |
16,000
| – | – | 0.05% | 122 |
|
|
2025
Q1 | $399K | Hold |
16,000
| – | – | 0.06% | 114 |
|
|
2024
Q4 | $432K | Hold |
16,000
| – | – | 0.07% | 115 |
|
|
2024
Q3 | $418K | Hold |
16,000
| – | – | 0.06% | 121 |
|
|
2024
Q2 | $318K | Hold |
16,000
| – | – | 0.06% | 134 |
|
|
2024
Q1 | $310K | Sell |
16,000
-500
| -3% | -$9.68K | 0.05% | 134 |
|
|
2023
Q4 | $440K | Hold |
16,500
| – | – | 0.09% | 106 |
|
|
2023
Q3 | $335K | Hold |
16,500
| – | – | 0.07% | 128 |
|
|
2023
Q2 | $335K | Hold |
16,500
| – | – | 0.07% | 136 |
|
|
2023
Q1 | $353K | Buy |
+16,500
| New | +$353K | 0.08% | 137 |
|