Allworth Financial’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Buy |
2,035
+1,562
| +330% | +$139K | ﹤0.01% | 1219 |
|
|
2025
Q1 | $30K | Buy |
473
+269
| +132% | +$17.1K | ﹤0.01% | 1821 |
|
|
2024
Q4 | $22K | Buy |
204
+67
| +49% | +$7.23K | ﹤0.01% | 2028 |
|
|
2024
Q3 | $12.2K | Buy |
137
+17
| +14% | +$1.51K | ﹤0.01% | 2177 |
|
|
2024
Q2 | $8.64K | Buy |
120
+14
| +13% | +$1.01K | ﹤0.01% | 2280 |
|
|
2024
Q1 | $6.43K | Sell |
106
-12
| -10% | -$727 | ﹤0.01% | 2298 |
|
|
2023
Q4 | $5.14K | Buy |
118
+42
| +55% | +$1.83K | ﹤0.01% | 2268 |
|
|
2023
Q3 | $2.48K | Buy |
76
+39
| +105% | +$1.27K | ﹤0.01% | 2438 |
|
|
2023
Q2 | $1.89K | Sell |
37
-171
| -82% | -$8.72K | ﹤0.01% | 2507 |
|
|
2023
Q1 | $7.92K | Hold |
208
| – | – | ﹤0.01% | 1875 |
|
|
2022
Q4 | $7.3K | Sell |
208
-310
| -60% | -$10.9K | ﹤0.01% | 1786 |
|
|
2022
Q3 | $18K | Buy |
518
+409
| +375% | +$14.2K | ﹤0.01% | 1335 |
|
|
2022
Q2 | $6K | Sell |
109
-155
| -59% | -$8.53K | ﹤0.01% | 1697 |
|
|
2022
Q1 | $19K | Buy |
+264
| New | +$19K | ﹤0.01% | 1277 |
|