A detailed history of Ever Source Wealth Advisors, LLC transactions in Columbia Financial, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 357 shares of CLBK stock, worth $6,029. This represents 0.0% of its overall portfolio holdings.

Number of Shares
357
Previous 239 49.37%
Holding current value
$6,029
Previous $4,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$13.95 - $16.96 $1,646 - $2,001
118 Added 49.37%
357 $5,000
Q1 2024

Jun 11, 2024

BUY
$15.72 - $19.4 $1,179 - $1,455
75 Added 45.73%
239 $4,000
Q4 2023

Feb 09, 2024

BUY
$15.27 - $19.76 $2,504 - $3,240
164 New
164 $3,000

Others Institutions Holding CLBK

About Columbia Financial, Inc.


  • Ticker CLBK
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 109,908,000
  • Market Cap $1.86B
  • 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...
More about CLBK
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.