UBS AM’s Columbia Financial CLBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
133,263
+21,572
| +19% | +$313K | ﹤0.01% | 2157 |
|
|
2025
Q1 | $1.68M | Buy |
111,691
+32,115
| +40% | +$482K | ﹤0.01% | 2074 |
|
|
2024
Q4 | $1.26M | Buy |
79,576
+7,421
| +10% | +$117K | ﹤0.01% | 2275 |
|
|
2024
Q3 | $1.23M | Sell |
72,155
-6,777
| -9% | -$116K | ﹤0.01% | 2291 |
|
|
2024
Q2 | $1.18M | Buy |
78,932
+14,894
| +23% | +$223K | ﹤0.01% | 2288 |
|
|
2024
Q1 | $1.1M | Sell |
64,038
-534
| -0.8% | -$9.19K | ﹤0.01% | 1959 |
|
|
2023
Q4 | $1.24M | Buy |
64,572
+3,630
| +6% | +$70K | ﹤0.01% | 1911 |
|
|
2023
Q3 | $957K | Buy |
60,942
+3,586
| +6% | +$56.3K | ﹤0.01% | 1983 |
|
|
2023
Q2 | $1.05M | Hold |
57,356
| – | – | ﹤0.01% | 1982 |
|
|
2023
Q1 | $1.05M | Buy |
57,356
+9,989
| +21% | +$183K | ﹤0.01% | 1982 |
|
|
2022
Q4 | $1.02M | Hold |
47,367
| – | – | ﹤0.01% | 1844 |
|
|
2022
Q3 | $1M | Buy |
47,367
+2,510
| +6% | +$53K | ﹤0.01% | 1970 |
|
|
2022
Q2 | $978K | Sell |
44,857
-1,268
| -3% | -$27.7K | ﹤0.01% | 1981 |
|
|
2022
Q1 | $992K | Hold |
46,125
| – | – | ﹤0.01% | 2149 |
|
|
2021
Q4 | $962K | Hold |
46,125
| – | – | ﹤0.01% | 2230 |
|
|
2021
Q3 | $853K | Hold |
46,125
| – | – | ﹤0.01% | 2255 |
|
|
2021
Q2 | $794K | Sell |
46,125
-19,309
| -30% | -$333K | ﹤0.01% | 2333 |
|
|
2021
Q1 | $1.14M | Buy |
65,434
+1,069
| +2% | +$18.7K | ﹤0.01% | 2026 |
|
|
2020
Q4 | $1M | Buy |
64,365
+3,000
| +5% | +$46.7K | ﹤0.01% | 1986 |
|
|
2020
Q3 | $681K | Buy |
61,365
+9,200
| +18% | +$102K | ﹤0.01% | 1998 |
|
|
2020
Q2 | $728K | Sell |
52,165
-15,841
| -23% | -$221K | ﹤0.01% | 1937 |
|
|
2020
Q1 | $979K | Buy |
68,006
+12,264
| +22% | +$177K | ﹤0.01% | 1703 |
|
|
2019
Q4 | $944K | Buy |
55,742
+15,220
| +38% | +$258K | ﹤0.01% | 1940 |
|
|
2019
Q3 | $640K | Buy |
40,522
+11,122
| +38% | +$176K | ﹤0.01% | 2169 |
|
|
2019
Q2 | $444K | Buy |
29,400
+14,500
| +97% | +$219K | ﹤0.01% | 2264 |
|
|
2019
Q1 | $233K | Hold |
14,900
| – | – | ﹤0.01% | 2409 |
|
|
2018
Q4 | $228K | Buy |
+14,900
| New | +$228K | ﹤0.01% | 2331 |
|