Beese Fulmer Investment Management, Inc. Columbia Financial, Inc. Transaction History

Beese Fulmer Investment Management, Inc.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 08, 2024	SELL	$15.72 - $19.4 $4,716 - $5,820	-300 Reduced 2.35%	12,468 $214,000
Q4 2023 Jan 09, 2024	SELL	$15.27 - $19.76 $7,635 - $9,880	-500 Reduced 3.77%	12,768 $246,000
Q2 2023 Jul 11, 2023	SELL	$14.6 - $19.27 $23,301 - $30,754	-1,596 Reduced 10.74%	13,268 $229,000
Q2 2022 Jul 11, 2022	SELL	$18.95 - $22.13 $17,130 - $20,005	-904 Reduced 5.73%	14,864 $324,000
Q1 2022 Apr 12, 2022	BUY	$19.98 - $22.58 $79,920 - $90,320	4,000 Added 33.99%	15,768 $339,000
Q2 2021 Jul 08, 2021	BUY	$16.37 - $18.66 $192,642 - $219,590	11,768 New	11,768 $203,000
Q3 2020 Oct 08, 2020	SELL	$10.66 - $13.78 $54,877 - $70,939	-5,148 Closed	0 $0
Q2 2020 Jul 17, 2020	BUY	$12.86 - $15.07 $66,203 - $77,580	5,148 New	5,148 $72,000
Q4 2019 Feb 05, 2020	SELL	$15.72 - $17.2 $326,300 - $357,020	-20,757 Closed	0 $0
Q3 2018 Oct 09, 2018	BUY	$16.1 - $16.94 $334,187 - $351,623	20,757 New	20,757 $347,000

105

12.7M

17.6K

27.7K

Ticker CLBK
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 109,908,000
Market Cap $2B
Description
Columbia Financial, Inc., a bank holding company, provides financial services to businesses and consumers in the United States. The company offers non-interest-bearing demand deposits, such as individual and commercial checking accounts; interest bearing demand accounts comprising interest earning checking accounts and municipal accounts; and sa...

Get notified when there are updates to the investment portfolio of Beese Fulmer Investment Management, Inc., based on Form 13F filings with the SEC.

Stay updated on Beese Fulmer Investment Management, Inc. with notifications on news.