Sutton Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,048
| Closed | -$31.6K | – | 972 |
|
|
2022
Q4 | $31.6K | Hold |
1,048
| – | – | 0.01% | 534 |
|
|
2022
Q3 | $30.3K | Sell |
1,048
-4
| -0.4% | -$116 | 0.01% | 525 |
|
|
2022
Q2 | $30.1K | Sell |
1,052
-313
| -23% | -$8.97K | 0.01% | 528 |
|
|
2022
Q1 | $44K | Buy |
1,365
+176
| +15% | +$5.68K | 0.02% | 440 |
|
|
2021
Q4 | $38.9K | Buy |
1,189
+18
| +2% | +$589 | 0.01% | 495 |
|
|
2021
Q3 | $44.5K | Buy |
1,171
+368
| +46% | +$14K | 0.02% | 426 |
|
|
2021
Q2 | $31K | Hold |
803
| – | – | 0.01% | 562 |
|
|
2021
Q1 | $34.6K | Hold |
803
| – | – | 0.01% | 505 |
|
|
2020
Q4 | $28.8K | Hold |
803
| – | – | 0.01% | 508 |
|
|
2020
Q3 | $19.2K | Buy |
803
+157
| +24% | +$3.75K | 0.01% | 557 |
|
|
2020
Q2 | $18.3K | Buy |
646
+481
| +292% | +$13.6K | 0.01% | 558 |
|
|
2020
Q1 | $4.42K | Sell |
165
-717
| -81% | -$19.2K | ﹤0.01% | 847 |
|
|
2019
Q4 | $35.9K | Hold |
882
| – | – | 0.02% | 409 |
|
|
2019
Q3 | $32.5K | Buy |
882
+719
| +441% | +$26.5K | 0.02% | 425 |
|
|
2019
Q2 | $5.9K | Sell |
163
-13
| -7% | -$470 | ﹤0.01% | 899 |
|
|
2019
Q1 | $5.75K | Sell |
176
-1,014
| -85% | -$33.1K | ﹤0.01% | 908 |
|
|
2018
Q4 | $43.2K | Buy |
1,190
+1,016
| +584% | +$36.9K | 0.03% | 298 |
|
|
2018
Q3 | $6.75K | Sell |
174
-465
| -73% | -$18K | ﹤0.01% | 855 |
|
|
2018
Q2 | $26.1K | Hold |
639
| – | – | 0.02% | 498 |
|
|
2018
Q1 | $26.8K | Hold |
639
| – | – | 0.02% | 457 |
|
|
2017
Q4 | $27.8K | Buy |
639
+465
| +267% | +$20.2K | 0.02% | 443 |
|
|
2017
Q3 | $7.33K | Sell |
174
-30
| -15% | -$1.26K | 0.01% | 822 |
|
|
2017
Q2 | $8.13K | Buy |
204
+40
| +24% | +$1.59K | 0.01% | 794 |
|
|
2017
Q1 | $6.39K | Sell |
164
-64
| -28% | -$2.5K | 0.01% | 814 |
|
|
2016
Q4 | $10.2K | Buy |
228
+76
| +50% | +$3.4K | 0.01% | 691 |
|
|
2016
Q3 | $4.97K | Hold |
152
| – | – | ﹤0.01% | 815 |
|
|
2016
Q2 | $4.27K | Sell |
152
-1,068
| -88% | -$30K | ﹤0.01% | 815 |
|
|
2016
Q1 | $36.5K | Buy |
+1,220
| New | +$36.5K | 0.03% | 300 |
|