TRUE Private Wealth 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 | $307K | Sell |
13,131
-551
| -4% | -$12.9K | 0.03% | 203 |
|
|
2025
Q1 | $341K | Buy |
13,682
+54
| +0.4% | +$1.35K | 0.04% | 169 |
|
|
2024
Q4 | $368K | Buy |
13,628
+2
| +0% | +$54 | 0.04% | 159 |
|
|
2024
Q3 | $356K | Sell |
13,626
-800
| -6% | -$20.9K | 0.04% | 153 |
|
|
2024
Q2 | $287K | Sell |
14,426
-10,930
| -43% | -$217K | 0.03% | 229 |
|
|
2024
Q1 | $490K | Sell |
25,356
-188
| -0.7% | -$3.64K | 0.06% | 165 |
|
|
2023
Q4 | $682K | Sell |
25,544
-2,154
| -8% | -$57.5K | 0.09% | 122 |
|
|
2023
Q3 | $562K | Sell |
27,698
-187
| -0.7% | -$3.8K | 0.08% | 130 |
|
|
2023
Q2 | $566K | Buy |
27,885
+7,289
| +35% | +$148K | 0.08% | 120 |
|
|
2023
Q1 | $441K | Buy |
+20,596
| New | +$441K | 0.07% | 135 |
|
|
2021
Q1 | – | Sell |
-2,579
| Closed | -$92K | – | 319 |
|
|
2020
Q4 | $92K | Hold |
2,579
| – | – | 0.02% | 282 |
|
|
2020
Q3 | $61K | Hold |
2,579
| – | – | 0.01% | 310 |
|
|
2020
Q2 | $73K | Buy |
2,579
+200
| +8% | +$5.66K | 0.01% | 283 |
|
|
2020
Q1 | $63K | Hold |
2,379
| – | – | 0.01% | 262 |
|
|
2019
Q4 | $96K | Buy |
+2,379
| New | +$96K | 0.01% | 296 |
|
|
2019
Q3 | – | Sell |
-2,379
| Closed | -$86K | – | 312 |
|
|
2019
Q2 | $86K | Buy |
+2,379
| New | +$86K | 0.01% | 282 |
|
|
2019
Q1 | – | Sell |
-6,282
| Closed | -$227K | – | 212 |
|
|
2018
Q4 | $227K | Hold |
6,282
| – | – | 0.04% | 211 |
|
|
2018
Q3 | $244K | Hold |
6,282
| – | – | 0.03% | 243 |
|
|
2018
Q2 | $256K | Hold |
6,282
| – | – | 0.04% | 231 |
|
|
2018
Q1 | $263K | Hold |
6,282
| – | – | 0.05% | 198 |
|
|
2017
Q4 | $272K | Buy |
+6,282
| New | +$272K | 0.05% | 189 |
|