Summit Trail Advisors’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 | $707K | Buy |
+30,248
| New | +$707K | 0.01% | 593 |
|
|
2024
Q4 | – | Sell |
-16,454
| Closed | -$430K | – | 471 |
|
|
2024
Q3 | $430K | Buy |
16,454
+4,346
| +36% | +$113K | 0.01% | 440 |
|
|
2024
Q2 | $241K | Buy |
+12,108
| New | +$241K | 0.01% | 543 |
|
|
2018
Q1 | – | Sell |
-129
| Closed | -$6K | – | 687 |
|
|
2017
Q4 | $6K | Buy |
+129
| New | +$6K | ﹤0.01% | 1353 |
|