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Baldwin Wealth Partners’s Choiceone Financial COFS Stock Holding History

Baldwin Wealth Partners’s Portfolio COFS Stock Details COFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-423
Closed -$13.1K – 387
2024
Q3 		$13.1K Buy
+423
New +$12.2K ﹤0.01% 753

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ZIM
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Baldwin Wealth Partners's COFS Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Choiceone Financial (COFS) in Q4 2024, closing a stake of 423 shares — an estimated $13.1K sold.

Baldwin Wealth Partners first reported a position in COFS in Q3 2024 and held it in 1 quarter. The position peaked at $13.1K in Q3 2024. 78 funds tracked by Wall St. Rank hold COFS as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Choiceone Financial position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 423 Choiceone Financial shares in Q4 2024, an estimated $13.1K.
  • Baldwin Wealth Partners first reported a position in Choiceone Financial in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Choiceone Financial position peaked at $13.1K in Q3 2024.
  • 78 funds tracked by Wall St. Rank held Choiceone Financial as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.