TD Private Client Wealth’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 | $216K | Sell |
9,233
-332
| -3% | -$7.76K | 0.01% | 612 |
|
|
2025
Q1 | $239K | Buy |
9,565
+1,135
| +13% | +$28.3K | 0.01% | 570 |
|
|
2024
Q4 | $228K | Buy |
8,430
+2,235
| +36% | +$60.4K | 0.01% | 579 |
|
|
2024
Q3 | $162K | Buy |
6,195
+51
| +0.8% | +$1.33K | ﹤0.01% | 646 |
|
|
2024
Q2 | $122K | Sell |
6,144
-13
| -0.2% | -$259 | ﹤0.01% | 655 |
|
|
2024
Q1 | $119K | Buy |
6,157
+3,354
| +120% | +$64.9K | ﹤0.01% | 661 |
|
|
2023
Q4 | $74.8K | Sell |
2,803
-5,089
| -64% | -$136K | ﹤0.01% | 744 |
|
|
2023
Q3 | $160K | Sell |
7,892
-410
| -5% | -$8.32K | 0.01% | 582 |
|
|
2023
Q2 | $168K | Sell |
8,302
-83
| -1% | -$1.68K | 0.01% | 580 |
|
|
2023
Q1 | $180K | Buy |
8,385
+108
| +1% | +$2.31K | 0.01% | 565 |
|
|
2022
Q4 | $249K | Sell |
8,277
-32
| -0.4% | -$964 | 0.01% | 518 |
|
|
2022
Q3 | $240K | Buy |
8,309
+2,324
| +39% | +$67.1K | 0.01% | 509 |
|
|
2022
Q2 | $171K | Buy |
+5,985
| New | +$171K | 0.01% | 544 |
|
|
2020
Q2 | – | Sell |
-8
| Closed | -$214 | – | 1117 |
|
|
2020
Q1 | $214 | Hold |
8
| – | – | ﹤0.01% | 1044 |
|
|
2019
Q4 | $325 | Buy |
+8
| New | +$325 | ﹤0.01% | 1043 |
|