Allworth Financial’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $81.5K | Buy |
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|
2025
Q2 | $68.2K | Buy |
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|
2025
Q1 | $58K | Sell |
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|
2024
Q4 | $96.5K | Buy |
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|
2024
Q3 | $107K | Buy |
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|
2024
Q2 | $60.3K | Sell |
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|
2024
Q1 | $68.2K | Buy |
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|
2023
Q4 | $54.5K | Buy |
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|
2023
Q3 | $37.5K | Buy |
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|
2023
Q2 | $37.2K | Hold |
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|
2023
Q1 | $36.2K | Buy |
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|
2022
Q4 | $31.7K | Buy |
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|
2022
Q3 | $24K | Buy |
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|
2022
Q2 | $26K | Sell |
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|
2022
Q1 | $63K | Sell |
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|
2021
Q4 | $73K | Sell |
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|
2021
Q3 | $74K | Buy |
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|
2021
Q2 | $59K | Hold |
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|
2021
Q1 | $58K | Hold |
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|
2020
Q4 | $54K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $6K | Buy |
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