TFO Wealth Partners’s Columbia Banking Systems COLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-8
| Closed | -$155 | – | 207 |
|
2024
Q1 | $155 | Hold |
8
| – | – | ﹤0.01% | 551 |
|
2023
Q4 | $213 | Sell |
8
-9
| -53% | -$240 | ﹤0.01% | 624 |
|
2023
Q3 | $345 | Buy |
17
+9
| +113% | +$183 | ﹤0.01% | 595 |
|
2023
Q2 | $162 | Hold |
8
| – | – | ﹤0.01% | 566 |
|
2023
Q1 | $171 | Sell |
8
-118
| -94% | -$2.52K | ﹤0.01% | 515 |
|
2022
Q4 | $4.04K | Buy |
+126
| New | +$4.04K | ﹤0.01% | 188 |
|