Cerity Partners’s Choiceone Financial COFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $815K | Buy |
28,410
+86
| +0.3% | +$2.47K | ﹤0.01% | 1608 |
|
|
2025
Q1 | $815K | Sell |
28,324
-22
| -0.1% | -$633 | ﹤0.01% | 1516 |
|
|
2024
Q4 | $1.01M | Sell |
28,346
-2
| -0% | -$71 | ﹤0.01% | 1407 |
|
|
2024
Q3 | $876K | Sell |
28,348
-8,498
| -23% | -$263K | ﹤0.01% | 1470 |
|
|
2024
Q2 | $1.06M | Sell |
36,846
-36,854
| -50% | -$1.06M | ﹤0.01% | 1202 |
|
|
2024
Q1 | $2.02M | Buy |
73,700
+27,576
| +60% | +$754K | 0.01% | 962 |
|
|
2023
Q4 | $1.35M | Buy |
+46,124
| New | +$1.35M | ﹤0.01% | 885 |
|