Allworth Financial’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.2K | Buy |
959
+257
| +37% | +$18.3K | ﹤0.01% | 1748 |
|
|
2025
Q1 | $58K | Sell |
702
-312
| -31% | -$25.8K | ﹤0.01% | 1477 |
|
|
2024
Q4 | $96.5K | Buy |
1,014
+46
| +5% | +$4.38K | ﹤0.01% | 1276 |
|
|
2024
Q3 | $107K | Buy |
968
+304
| +46% | +$33.5K | ﹤0.01% | 1056 |
|
|
2024
Q2 | $60.3K | Sell |
664
-8
| -1% | -$726 | ﹤0.01% | 1296 |
|
|
2024
Q1 | $68.2K | Buy |
672
+96
| +17% | +$9.74K | ﹤0.01% | 1167 |
|
|
2023
Q4 | $54.5K | Buy |
576
+104
| +22% | +$9.84K | ﹤0.01% | 1163 |
|
|
2023
Q3 | $37.5K | Buy |
472
+84
| +22% | +$6.68K | ﹤0.01% | 1223 |
|
|
2023
Q2 | $37.2K | Hold |
388
| – | – | ﹤0.01% | 1233 |
|
|
2023
Q1 | $36.2K | Buy |
388
+4
| +1% | +$373 | ﹤0.01% | 1189 |
|
|
2022
Q4 | $31.7K | Buy |
384
+24
| +7% | +$1.98K | ﹤0.01% | 1183 |
|
|
2022
Q3 | $24K | Buy |
360
+24
| +7% | +$1.6K | ﹤0.01% | 1215 |
|
|
2022
Q2 | $26K | Sell |
336
-264
| -44% | -$20.4K | ﹤0.01% | 1122 |
|
|
2022
Q1 | $63K | Sell |
600
-96
| -14% | -$10.1K | ﹤0.01% | 827 |
|
|
2021
Q4 | $73K | Sell |
696
-16
| -2% | -$1.68K | ﹤0.01% | 755 |
|
|
2021
Q3 | $74K | Buy |
712
+112
| +19% | +$11.6K | ﹤0.01% | 684 |
|
|
2021
Q2 | $59K | Hold |
600
| – | – | ﹤0.01% | 580 |
|
|
2021
Q1 | $58K | Hold |
600
| – | – | ﹤0.01% | 540 |
|
|
2020
Q4 | $54K | Buy |
+600
| New | +$54K | ﹤0.01% | 462 |
|
|
2017
Q3 | – | Sell |
-92
| Closed | -$6K | – | 741 |
|
|
2017
Q2 | $6K | Buy |
+92
| New | +$6K | ﹤0.01% | 540 |
|